WITHUM WEALTH MANAGEMENT
SEC RegisteredTrue Financial Integration
About the firm
Withum Wealth Management specializes in protecting, enhancing and growing your wealth. As your life changes, they adjust your plan and portfolio, keeping you rooted on the path to success. Withum Wealth offers private wealth management solutions that extend beyond the scope of boutique advisors.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Private wealth management solutions including investment management, financial planning, portfolio review, and integrated wealth strategies utilizing traditional and non-traditional investment approaches
Who they serve
Clients in higher tax brackets, households in higher tax states, and individuals with changing lifestyle and business objectives
| 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
Office locations
Advisors at this firm
11 advisors in the directory
Regulatory & compliance
Data as of March 22, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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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.