Data / Investment advisers / New Jersey / Able Wealth Management LLC
Able Wealth Management LLC, Toms River, NJ: $580 million AUM, SEC registered investment adviser
Able Wealth Management LLC is an SEC registered investment adviser with its main office in Toms River, New Jersey and reports $580 million in regulatory assets under management in its Form ADV filed June 16, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 298085
- SEC file number
- 801-128199
- SEC status
- Approved, effective June 23, 2023
- Main office
- 185 Route 70 Unit 105, Toms River, NJ 08755
- Phone
- (212) 634-7842
- Regulatory AUM
- $579,538,342 in the Form ADV filed June 16, 2026
- Discretionary AUM
- $579,538,342
- Accounts
- 2,109
- Employees
- 7, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Private funds
- 1: 1 hedge fund
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 195 | $381.9 million |
| Individuals (other than high net worth individuals) | 742 | $103.6 million |
| Corporations or other businesses | 39 | $79.7 million |
| Pension and profit sharing plans | 54 | $14.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $579.5 million | January 21, 2026 |
| December 1, 2025 | $322.1 million | November 14, 2025 |
Other advisers in New Jersey
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Novi Wealth Partners | Princeton | $612.8 million | Not listed | adviserinfo.sec.gov |
| Amerra Capital Management, LLC | Englewood | $610.4 million | 20 | adviserinfo.sec.gov |
| Jaffa Capital Management LLC | Clifton | $597.2 million | 1 | adviserinfo.sec.gov |
| Virtus Wealth Solutions | Cranford | $594.9 million | Not listed | adviserinfo.sec.gov |
| Manteio Scalable Technologies LLC | Jersey City | $582.5 million | Not listed | adviserinfo.sec.gov |
| Reedmark Advisors, LLC | Somerville | $564.6 million | Not listed | adviserinfo.sec.gov |
| Dumont & Blake Investment Advisors LLC | Princeton | $562.3 million | Not listed | adviserinfo.sec.gov |
| Bulldog Investors, LLP | Saddle Brook | $561 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New Jersey
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Advisers that manage private funds
- Able Wealth Management LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.