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WESTFIELD WEALTH MANAGEMENT, LLC

Advisory

CRANFORD, NJ

Data as of Mar 21, 2026 · Source: SEC Form ADV

Rank in NJ
#597
of 775 advisers by AUM
AUM change, 1 year
-47.3%
7th percentile in NJ
AUM CAGR, 3 year
-3.0%
compound annual growth
Average account
$465K
across 197 accounts
AUM per adviser
$31M
3 advisers
Filing history
2
filings since 2004

Source: SEC Form ADV. Figures as filed Mar 21, 2026.

Total AUM
$92M
1-Year AUM Growth
-47.3%
3-Year CAGR
-3.0%
Employees
3
Assets Under Management
Total AUM$92M
Discretionary AUM$85M
Non-Discretionary AUM$6M
Discretionary %93%
Total Clients79
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)—
Filing History
Total Filings on Record2
First FilingJan 26, 2004
Latest FilingMar 21, 2026
Full AUM trend chart and 2 historical filings spanning 22+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNJ, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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