RIA Intel›Advisers›New Jersey›MEYEROWITZ, MARK

MEYEROWITZ, MARK

Advisory

NJ

Data as of Mar 23, 2026 · Source: SEC Form ADV

Average account

$513K

across 16 accounts

AUM per adviser

$8M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$8M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$8M

Discretionary AUM$8M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients16

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InNJ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

16 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in NJ

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

ADES WEALTH MANAGEMENT INC.

$8M

FINANCIAL FREEDOM MANAGEMENT LLC

$8M

ALPENGLOW ADVISORS LLC

$8M

MASTERS LEGACY PLANNING, INC.

$8M

MALVERN RIDGE WEALTH MANAGEMENT

ENGLEWOOD CLIFFS, NJ

$8M

KLEINER CAPITAL MANAGEMENT, LLC

$8M

Get the full picture on MEYEROWITZ, MARK

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track MEYEROWITZ, MARK and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans