ABLE WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- TOMS RIVER, New Jersey
- CRD number
- 298085
- Registered since
- June 23, 2023
- Website
- ablewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, ALTRUIST FINANCIAL LLC, BETTERMENT
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI65.89%
- Individuals17.88%
- Corporations / Businesses13.76%
- Pension & Profit Sharing Plans2.47%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Able Wealth Management LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2023. The firm serves both individual/family and institutional clients and bills through a mix of percentage-of-AUM, hourly, and fixed fees. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. The firm identifies as an active ESG investor and reports allocation activity across public funds and a range of alternative strategies through third-party managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds77%
- Exchange Traded Equities9%
- Cash & Cash Equivalents8%
- Private Funds4%
- Other2%
Contacts
3 of 6SETH HODES
Co-Founder & Financial AdvisorCRD 6101880
YOEL KAPLOWITZ
Co-Founder and Managing PartnerCRD 6114542
Sara Hutman
Financial AdvisorCRD 7999451
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 121Active vs passive
$406M in ETFs
63%
$254M
32%
$152M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-1 YEAR TREASURY BOND ETF (SHV) | BlackRock | Passive | Ultrashort Bond | $42.4M | 384,120 | 10.44% |
Location
TOMS RIVER, NJ
OCEAN
Location
TOMS RIVER, NJ
Headquartered in TOMS RIVER, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- OCEAN
- Address
- 185 Route 70
- Time zone
- ET (UTC-5)
- Office locations
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