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ABLE WEALTH MANAGEMENT LLC

TOMS RIVER, NJ · CRD 298085 · IAPD ↗ · 212-634-7842

$579.5MRegulatory AUM
5Advisory reps
7Employees
0Clients
11-25Planning clients
1Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
April 2026 — ABLE WEALTH MANAGEMENT LLC now reports 1 private fund(s) ($0 gross).
Firm reports private funds for the first time.
Fund administrationCompliance
61
February 2026 — ABLE WEALTH MANAGEMENT LLC 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
70
February 2026 — ABLE WEALTH MANAGEMENT LLC crossed $500M in regulatory AUM ($322.1M -> $579.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
49
December 2025 — ABLE WEALTH MANAGEMENT LLC notice-filed in MD, PA, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
March 2025 — ABLE WEALTH MANAGEMENT LLC reported RAUM up 32% ($244.4M -> $322.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
February 2025 — ABLE WEALTH MANAGEMENT LLC notice-filed in CA, FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
January 2025 — ABLE WEALTH MANAGEMENT LLC moved its main office from LAKEWOOD, NJ to TOMS RIVER, NJ.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
60
April 2024 — ABLE WEALTH MANAGEMENT LLC reported RAUM up 29% ($189.4M -> $244.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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