Insights

Reputation and Recognition Withum Wealth Management has been consistently recognized as a top RIA firm by Forbes, SHOOK Research, and Accounting Today, demonstrating a strong industry reputation and trustworthiness which can attract high-net-worth clients seeking reputable wealth management services.

Growth and Leadership The recent appointment of Henry Mercer as Chief Investment Officer highlights a focus on expanding investment expertise and leadership, presenting opportunities to offer advanced financial products and services tailored to a growing advisory team.

Client Focus and Diversification Serving a diverse client base including professionals, entrepreneurs, retirees, and individuals undergoing life changes indicates potential for customized financial solutions, cross-selling investment and estate planning services to different client segments.

Strong Tech Foundation Utilizing cloud services like AWS, data management tools, and web technologies points to an innovative infrastructure that supports sophisticated financial planning and client engagement, opening avenues for targeted digital tools and fintech partnerships.

Market Positioning With revenue estimates between $10 million and $25 million and a compact team, Withum Wealth offers personalized service, positioning itself as a premium boutique firm with potential to expand high-touch, high-value offerings in competitive markets such as the tristate area, Pennsylvania, Boston, and Florida.

Withum Wealth Management Tech Stack

Withum Wealth Management uses 8 technology products and services including W3 Total Cache, MySQL, Microsoft Excel, and more. Explore Withum Wealth Management's tech stack below.

  • W3 Total Cache
    Caching
  • MySQL
    Database
  • Microsoft Excel
    Editors
  • ClickDimensions
    Marketing Automation
  • Google Tag Manager
    Tag Management
  • Animate.css
    UI Frameworks
  • Apache
    Web Servers
  • jQuery Waypoints
    Web Tools And Plugins

Media & News

Withum Wealth Management's Email Address Formats

Withum Wealth Management uses at least 1 format(s):
Withum Wealth Management Email FormatsExamplePercentage
FLast@withumwealth.comJDoe@withumwealth.com
100%

Frequently Asked Questions

Where is Withum Wealth Management's headquarters located?

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Withum Wealth Management's main headquarters is located at 47 Reckless Place Red Bank, New Jersey 07701 United States. The company has employees across 2 continents, including North AmericaAsia.

What is Withum Wealth Management's phone number?

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You can contact Withum Wealth Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Withum Wealth Management's official website and social media links?

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Withum Wealth Management's official website is withumwealth.com and has social profiles on LinkedIn.

What is Withum Wealth Management's NAICS code?

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Withum Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Withum Wealth Management have currently?

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As of June 2026, Withum Wealth Management has approximately 26 employees across 2 continents, including North AmericaAsia. Key team members include Principal, Cco, And Investment Advisor: C. D.Wealth Advisor / Investment Manager / Partner: A. H.Wealth Advisor And Investment Manager And Partner: A. A. H.. Explore Withum Wealth Management's employee directory with LeadIQ.

What industry does Withum Wealth Management belong to?

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Withum Wealth Management operates in the Financial Services industry.

What technology does Withum Wealth Management use?

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Withum Wealth Management's tech stack includes W3 Total CacheMySQLMicrosoft ExcelClickDimensionsGoogle Tag ManagerAnimate.cssApachejQuery Waypoints.

What is Withum Wealth Management's email format?

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Withum Wealth Management's email format typically follows the pattern of FLast@withumwealth.com. Find more Withum Wealth Management email formats with LeadIQ.

Withum Wealth Management

Financial ServicesNew Jersey, United States11-50 Employees

Withum Wealth Management (WWM) is an independent registered investment adviser (RIA) providing unbiased wealth management advice to clients primarily residing in tristate area, Pennsylvania, Boston, and Florida. Withum Wealth Management was co-founded by principals of Pinnacle Associates Ltd., a multi-billion-dollar investment advisor, and WithumSmith+Brown, a nationally recognized accounting and consulting firm. Our advice takes into consideration changes in your personal life, the regulatory environment, and the global financial markets.

As an RIA, we are legally bound to put your interests first throughout the relationship and act in utmost good faith, in a manner we believe represents your best interest. Our one goal is to deliver a tax sensitive, cost effective portfolio that matches your objectives and unique factors.

Our team of trusted financial advisers is committed to fulfilling your investment management, cash flow planning and wealth counsel needs. We serve a diverse group of private clients including pharmaceutical, medical, legal and accounting professionals. Our clientele also consists of entrepreneurs, business executives, retirees and people experiencing life changing events.

Visit http://www.withumwealth.com/ for more information!

Section iconCompany Overview

Headquarters
47 Reckless Place Red Bank, New Jersey 07701 United States
Phone number
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Withum Wealth Management's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Withum Wealth Management's revenue is estimated to be in the range of $10M$25M

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