RIA Intel›Advisers›New Jersey›SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC

SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC

Advisory

N·RED BANK, NJ

Data as of Mar 13, 2026 · Source: SEC Form ADV

Total AUM
$339M
1-Year AUM Growth
+6.5%
3-Year CAGR
+9.7%
Employees
5
Assets Under Management
Total AUM$339M
Discretionary AUM$339M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients407
Team
Total Employees5
Investment Advisers12
Employee Growth (1Y)+14.3%
Filing History
Total Filings on Record42
First FilingMay 18, 2017
Latest FilingMar 13, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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