WITHUM WEALTH MANAGEMENT

Overview

Withum Wealth Management is an independent registered investment adviser organized as an LLC and active since 2011. The firm serves a mix of individual, family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its advisory model blends fee-based asset management (percentage of AUM) with hourly and fixed-fee engagements, allowing flexibility for both ongoing relationships and project work. Investment approach tilts toward public funds and indexed exposures: the firm uses mutual funds and ETFs as core building blocks, with a notable allocation to broad-market index products. Withum Wealth Management also identifies as an active ESG investor and incorporates environmental, social and governance factors into portions of its client portfolios where appropriate. Alternatives are part of the toolkit — the firm allocates to real estate and digital currency exposures through third-party managers and funds when those strategies fit client objectives. Custody and trading activity is concentrated at large custodians, supporting a multi-model implementation that includes SMA-style overlays and pooled fund solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices