RIA Intel›Advisers›New Jersey›ABC WEALTH INC

ABC WEALTH INC

Advisory

NJ

Data as of Oct 13, 2025 · Source: SEC Form ADV

Average account
$216K
across 125 accounts
AUM per adviser
$27M
1 adviser

Source: SEC Form ADV. Figures as filed Oct 13, 2025.

Total AUM
$27M
Discretionary %
100%
Clients
125
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$27M
Discretionary AUM$27M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients125
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InNJ, NY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NJ

Closest by assets under management. All figures from Form ADV.

MOLOTSKY TAX ADVISORY GROUP, LLC
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THE FINANCIAL PLANNING CENTER, LLC
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AJAA INVESTMENT ADVISORS, LLC
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$27M
SP PARTNERS
CLINTON, NJ
$27M
-21.2% 1Y
SHAMROCK FINANCIAL SERVICES
WOODCLIFF LAKE, NJ
$27M
FERRO INVESTMENT MANAGEMENT, LLC
CHATHAM, NJ
$28M
+76.6% 1Y

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