Withum Wealth Management

RIASEC RegisteredEst. 2011
Total AUM
$2.3B
Discretionary
$2.3B
100% of AUM
Avg account
$1.2M
Accounts
1,956
Employees
13
Advisory reps
11

Firm details

Headquarters
Red Bank, New Jersey
CRD number
158332
Registered since
August 12, 2011
Website
www.withumwealth.com
Custodians
CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI90.62%
  • Corporations / Businesses7.58%
  • Charitable Organizations0.65%
  • Individuals0.55%
  • Insurance Companies0.37%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Withum Wealth Management is an independent registered investment adviser organized as an LLC and operating since 2011. The firm serves individuals, families and institutional clients and provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation arrangements include percentage-of-AUM fees as well as hourly and fixed-fee engagements. Withum identifies as an active ESG investor and has been recognized on industry lists, including Financial Times’ Top 300 RIA Firms (2020) and Forbes’ rankings in 2023 and 2024.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 47%, Exchange Traded Equities 28%, US Government Bonds 10%, Investment Grade Corp Bonds 6%, State & Local Bonds 5%, Private Funds 3%, Cash & Cash Equivalents 1%47%
  • Public Funds/Mutual Funds47%
  • Exchange Traded Equities28%
  • US Government Bonds10%
  • Investment Grade Corp Bonds6%
  • State & Local Bonds5%

Owners & executives

1 of 1
  • Henry Mercer

    Henry Mercer

    Chief Investment OfficerCRD 873933

Contacts

3 of 10
  • Alexander Smit

    Alexander Smit

    Associate Investment AdvisorCRD 7264831

  • Ryan Fause

    Ryan Fause

    Wealth Advisor, PrincipalCRD 2681929

  • Ann Schnorrenberg

    Ann Schnorrenberg

    Wealth AdvisorCRD 1678943

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 186

Active vs passive

$1B in ETFs

Passive

78%

$800M

Active

16%

$227M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$69M186,4606.72%
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Location

Primary office

Red Bank, NJ

Monmouth

Location

Red Bank, NJ

Headquartered in Red Bank, 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
Monmouth
Address
47 Reckless Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth