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WITHUM WEALTH MANAGEMENT
SEC RegisteredRED BANK, NJhttps://withumwealth.com732-450-0147
Assets Under Management
$1B–$5B
Employees
13
Office Locations
8 offices
Total Accounts
1956
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthCharitable Organizations
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 67 | $13M |
| High Net Worth Individuals | 688 | $2.1B |
| Charitable Organizations | 7 | $5.2M |
| State/Municipal Entities | 9 | — |
20 total clients reported on Form ADV.
Leadership
James F Ferrare
MANAGING MEMBER
Llc Pinnacle Capital Management
OWNER
Carmine Davino
CHIEF COMPLIANCE OFFICER
James F Ferrare
MANAGING MEMBER
Smith & Brown P.c. Withum
MEMBER
Ws+b Financial Services Group Llc
OWNER
Office locations
8 offices in 3 states
NJ
RED BANKHQ
NJ
PRINCETON
MD
BETHESDA
NJ
WHIPPANY
CA
IRVINE
Advisors at this firm
7 advisors in the directory
Carmine Nmn D'Avino
Investment Adviser Representative
Ryan Ashley Fause
Investment Adviser Representative
Austin Hagaman
Investment Adviser Representative
Monica Judith Jalife
Investment Adviser Representative
Mark Nicholas Lucci
Investment Adviser Representative
Ann Goldschmidt Schnorrenberg
Investment Adviser Representative
Alexander Smit
Investment Adviser Representative
Regulatory & compliance
CRD number
#158332
SEC Number
801-72657
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Data as of March 22, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
withumwealth.comPhone
732-450-0147Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WITHUM WEALTH MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.