National Wealth Management, LLC Email Format

Financial ServicesNew Jersey, United States2-10 Employees

National Wealth Management, LLC is a small SEC-registered advisory firm that serves high net worth individuals and families with comprehensive financial planning and wealth management. It combines financial planning and investment management into a single program designed to support long-term financial goals and objectives. As a fee-only advisor, the firm does not receive compensation tied to product sales, ensuring guidance remains objective and aligned with client goals.

Based in Florham Park, New Jersey, the practice relies on established custodians to hold client assets, notably TD Ameritrade Institutional and Charles Schwab Institutional. These custodians act as custodians for most of NWM's client assets and together oversee more than $439 billion in assets held for RIA clients.

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