RIA Intel›Advisers›New Jersey›REEDMARK ADVISORS, LLC

REEDMARK ADVISORS, LLC

Advisory

N·SOMERVILLE, NJ

Data as of Mar 12, 2026 · Source: SEC Form ADV

Total AUM

$565M

1-Year AUM Growth

+19.7%

3-Year CAGR

-32.2%

Employees

9

Assets Under Management

Total AUM$565M

Discretionary AUM$161M

Non-Discretionary AUM$403M

Discretionary %28.5%

Total Clients29

Team

Total Employees9

Investment Advisers12

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record26

First FilingDec 19, 2014

Latest FilingMar 12, 2026

🔒 Full AUM trend chart and 26 historical filings spanning 12+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on REEDMARK ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.