LP Profile

Smallwood Wealth Investment Management

Also known as smallwood wealth

Wealth ManagerRed Bank, United StatesFounded 1982

Red Bank

Headquarters

Investment Focus

About Smallwood Wealth Investment Management

Smallwood Wealth Management offers premium wealth management services in Red Bank, NJ & the surrounding areas! For more information be sure to contact us!

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Smallwood Wealth Investment Management from SEC and IRS filings.

SEC Form ADV

Likely match

Reported AUM: $339.0M
Total Clients: 1,119
Filing Date: March 13, 2026

Source: SEC IAPD / Form ADV Original filing Full filing details →

Signal Feed

Recent Filings

Public filings matched to Smallwood Wealth Investment Management across SEC, IRS, DOL and international registers — newest first.

13F

Smallwood Wealth Investment Management, LLC

Jul 23, 2026 · 2026 Q2

$228.9M

13F

Smallwood Wealth Investment Management, LLC

Apr 22, 2026 · 2026 Q1

$189.7M

FORM ADV

SMALLWOOD WEALTH MANAGEMENT

Mar 13, 2026

$339.0M

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Smallwood Wealth Investment Management?

Smallwood Wealth Investment Management is a wealth manager based in Red Bank, United States.

Where is Smallwood Wealth Investment Management headquartered?

Smallwood Wealth Investment Management is headquartered in Red Bank, United States.

When was Smallwood Wealth Investment Management founded?

Smallwood Wealth Investment Management was founded in 1982.

How can I contact Smallwood Wealth Investment Management?

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