LP Profile

Withum Wealth Management

Also known as withum wealth

Wealth ManagerRed Bank, United StatesFounded 2011
Red Bank
Headquarters
Investment Focus

About Withum Wealth Management

Withum Wealth Management specializes in protecting, enhancing and growing your wealth. As your life changes, we adjust your plan and portfolio, keeping you rooted on the path to success.

Verified Filings

Regulatory & Financial Data

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

SEC Form ADV

Verified
Reported AUM
$2.3B
Total Clients
1,956
Filing Date
March 22, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

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

Cross-referenced from the LPbacked Signal Feed.

Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

FAQ

Frequently asked questions

What type of investor is Withum Wealth Management?

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

Where is Withum Wealth Management headquartered?

Withum Wealth Management is headquartered in Red Bank, United States.

When was Withum Wealth Management founded?

Withum Wealth Management was founded in 2011.

How can I contact Withum Wealth Management?

Verified contact details, key decision-makers, and investment preferences for Withum Wealth Management are available on LPbacked. Create a free account to access them.