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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-11-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Capital Advisers, Inc. | Little Silver | NJ | 12/1998 | 12/2021 |
| Withum Wealth Management | Red Bank | NJ | 06/2025 | Present |
| Unemployed | Locust | NJ | 12/2021 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-20 |
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