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WESTFIELD WEALTH MANAGEMENT, LLC
CRD 125421 · SEC 801-62753
200 SOUTH AVENUE EAST, SUITE 303, CRANFORD, NJ, 07016, United States
Phone
908-654-4784
Fax
908-364-4015
Registration
— (—)
Source
State registered
Total AUM
$91.6M
Discretionary AUM
$85.2M
Team
3 total employees; 3 advisory reps; 4 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 46 | $17.4M |
| High net worth individuals | 32 | $74.3M |
| Corporations/business entities | 1 | — |
All web addresses on file
Official SEC filing: View on IAPD