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HADDON WEALTH MANAGEMENT, LLC
CRD 226703
2 KINGS HIGHWAY WEST, SUITE 201, HADDONFIELD, NJ, 08033, United States
Phone
(856) 888-1744
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$90.4M
Discretionary AUM
$90.4M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 57 | $21.0M |
| High net worth individuals | 14 | $55.7M |
| Charitable organizations | 2 | $13.6M |
All web addresses on file
Official SEC filing: View on IAPD