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CRD 2693235
Withum Wealth Management CRD 158332
$2.34B regulatory AUM 20 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
47 Reckless Place, Red Bank, NJ 07701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-11-13 |
| MD | RA | APPROVED | 2023-11-06 |
| TX | RA | APPROVED | 2017-10-10 |
| NJ | RA | APPROVED | 2011-09-08 |
Branch Locations
1800 Tysons Blvd Suite 800, Tysons, VA 22102 • United States
47 Reckless Place, Red Bank, NJ 07701 • United States
506 Carnegie Center Suite 400, Princeton, NJ 08540 • United States
286 Madison Avenue 20Th Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2002-06-26 |
Branch Locations
47 Reckless Place, Redbank, NJ 07701 • United States
335 Madison Avenue 11Th Floor, New York, NY 10017 • United States
506 Carnegie Center Suite 400, Princeton, NJ 08540 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pinnacle Associates, Ltd. | New York | NY | 03/2000 | Present |
| Withum Wealth Management | Red Bank | NJ | 08/2011 | Present |
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