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WITHUM WEALTH MANAGEMENT

RED BANK, NJ · CRD 158332 · IAPD ↗ · withumwealth.com · 732-450-0147

$2.34BRegulatory AUM
11Advisory reps
13Employees
20Clients
11-25Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
October 2026 — WITHUM WEALTH MANAGEMENT added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
April 2026 — WITHUM WEALTH MANAGEMENT notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
December 2025 — WITHUM WEALTH MANAGEMENT notice-filed in RI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — WITHUM WEALTH MANAGEMENT reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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