DBA: WITHUM WEALTH MANAGEMENT
| Total AUM | $2.34B |
| Discretionary | $2.34B100% of AUM |
| Client Accounts | 1,956 |
| Avg Account Size | $1.2M |
| Employees | 13 |
| Peak AUM | $2.34BMar 2026 |
Total AUM
$2.3B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.3B | +19.1% | +20.7% | +27.9% | |
| Discretionary AUM | |||||
| Total AUM | $2.34B |
| Discretionary | $2.34B |
| Employees | 13 |
| Client Accounts | 1956 |
| Client Range | 11-25 |
Address
47 RECKLESS PLACE
RED BANK NJ 07701
Phone
732-450-0147
Filing History
47 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$2.3B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $2.3B |
| +19.1% |
| +20.7% |
| +27.9% |
| Total Accounts | 2k | +8.7% | +12.7% | +20.9% |
| Avg Account Size | $1M | +9.5% | +7.1% | +5.8% |
| Employees | 13 | +8.3% | 0.0% | +3.4% |
| AUM / Employee | $180M | +9.9% | +20.7% | +23.7% |
Client AUM Segments | |||||
| Wealth AUM | $2.1B | +10.7% | +17.7% | +26.4% | |
| Institutional AUM | $206M | +456.3% | +111.4% | +56.4% | |
Client Count Segments | |||||
| HNW Clients | 67 | +6.3% | +6.2% | 5.9% | |
| Institutional | 43 | +79.2% | +83.1% | — | |
| Individuals | 688 | +6.0% | +9.6% | +24.7% | |