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Able Wealth Management LLC

● SEC registered since 2023CRD 298085SEC# 801-128199Toms River, NJ
Export (members)
Reg. AUM
$322.1M
Employees
8
Accounts
1,139
Location
Toms River, NJ

Able Wealth Management LLC assets under management

Able Wealth Management LLC is an investment advisory firm registered with the SEC based in Toms River, NJ. The firm has been registered since 2023. It reports $322.1 million in regulatory assets under management and employs 8 people.

Able Wealth Management LLC owners & executives

2 reported
NameTitleOwnershipSince
Seth Philip Hodes ControlManaging Member & Chief Compliance Officer50-75%2018
Yoel Kaplowitz ControlMember50-75%2018

Frequently asked questions

How much does Able Wealth Management LLC manage?

Able Wealth Management LLC reports $322.1 million in regulatory assets under management on its Form ADV.

How many employees does Able Wealth Management LLC have?

Able Wealth Management LLC reports 8 employees.

Where is Able Wealth Management LLC located?

Able Wealth Management LLC is based in Toms River, NJ and has been SEC-registered since 2023.

Does Able Wealth Management LLC disclose fund performance?

Able Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address185 Route 70, Unit 105, Toms River, NJ 08755
Phone212-634-7842
FaxN/A
Office hoursNot Applicable - Office Visits By Appointment Only
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$321.7M
Non-discretionary$329K
Total (RAUM)$322.1M