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GITTERMAN WEALTH MANAGEMENT, LLC

EDISON, NJ · CRD 153062 · IAPD ↗ · gittermanasset.com · 848-248-4405

$666.1MRegulatory AUM
8Advisory reps
17Employees
5Clients
n/aPlanning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
January 2026 — GITTERMAN WEALTH MANAGEMENT, LLC (EDISON, NJ) left the SEC roster (was $666.1M RAUM, 8 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
68
April 2025 — GITTERMAN WEALTH MANAGEMENT, LLC now reports custody of client assets ($65.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.