SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC
Doing business as SMALLWOOD WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$338,980,176
Discretionary
$338,980,176
Non-discretionary
$0
Firm details
- CRD number
- 288663
- SEC file number
- 801-110658
- Main office
- RED BANK, NJ, United States
- Employees
- 12
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.