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ABLE WEALTH MANAGEMENT LLC
CRD 298085 · SEC 801-128199
185 ROUTE 70, UNIT 105, TOMS RIVER, NJ, 08755, United States
Phone
212-634-7842
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$579.5M
Discretionary AUM
$579.5M
Team
7 total employees; 5 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 742 | $103.6M |
| High net worth individuals | 195 | $381.9M |
| Pension/profit sharing plans | 54 | $14.3M |
| Corporations/business entities | 39 | $79.7M |
States served
CA, MD, NJ, NY, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD