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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 | 2011-09-20 |
Branch Locations
286 Madison Avenue 20Th Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2005-02-15 |
| NJ | RA | APPROVED | 2002-07-23 |
Branch Locations
47 Reckless Place, Red Bank, NJ 07701 • United States
286 Madison Avenue 20Th Floor, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pinnacle Associates, Ltd. | New York | NY | 02/1999 | Present |
| Pinnacle Wealth Management Advisory Group, Llc | Red Bank | NJ | 09/2011 | Present |
Mr. Ferrare serves on the Boards for the Parker Family Foundation and Spring Point Senior Living. Mr. Ferrare devotes less than 10% of his time to these positions. The businesses are not investment-related.
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