SEC Form ADV

SMALLWOOD WEALTH MANAGEMENT

Registered Investment AdviserNJ
$339.0M
Assets Under Management
1,119
Total Clients
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Registration Details

Accession
CRD-288663
Location
RED BANK, NJ
Filing Date
March 13, 2026
AUM
$339.0M
Total Clients
1,119
Amendment
No

About this Adviser

SMALLWOOD WEALTH MANAGEMENT is a registered investment adviser headquartered in RED BANK, NJ, managing approximately $339.0M in assets across 1,119 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.