Investment adviser · CRD 298085
ABLE WEALTH MANAGEMENT LLC
Investment adviser filing (IA)
TOMS RIVER, NJ, United States · Form ADV filed Jun 16, 2026
- Regulatory AUM
- $580M Form ADV · Item 5.F
- Client accounts
- 2,109 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 195 | $381,854,665 | 65.9% |
| Individuals | 742 | $103,617,901 | 17.9% |
| Corporations & businesses | 39 | $79,733,073 | 13.8% |
| Retirement plans | 54 | $14,332,703 | 2.5% |
Filing source
Form ADV 2113216 · Jun 16, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.
Services & filing details
Most recent filing: Jun 16, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
185 ROUTE 70, UNIT 105TOMS RIVER, NJ, 08755, United States
CRD 298085
Filing source
Form ADV 2113216 · Jun 16, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.