Withum Wealth Management Employee Directory

Q: How many employees does Withum Wealth Management have currently?

Withum Wealth Management has approximately 25 employees.

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!

Find Withum Wealth Management employees' phone numbers or email addresses

Withum Wealth Management Global Highlights

North America
39

United States Of America
39

Asia
2

India
2

Withum Wealth Management's Leadership

C. D.
Principal, Cco, And Investment Advisor
Mobile Phone
Email
A. H.
Wealth Advisor / Investment Manager / Partner
Mobile Phone
Email
L. F.
Director Of Professional Services
Mobile Phone
Email
M. R.
Office Manager
Mobile Phone
Email
A. G.
Senior Portfolio Manager
Mobile Phone
Email
M. J.
Principal
Mobile Phone
Email
J. F.
Principal - Investment Advisor
Mobile Phone
Email
R. F.
Investment Advisor | Principal
Mobile Phone
Email

Contact profiles from Withum Wealth Management

Name

Title

Contact Info

Location

Last Update

E. D.
Business Development And Professional Services
Mobile Phone
Email
United StatesNew Jersey
Jul 25, 2024
R. L.
Wealth Advisor
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
R. B.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023

Frequently Asked Questions

What is Withum Wealth Management known for?

Withum Wealth Management operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-212-652-****

. Explore Withum Wealth Management's company overview page for more information.

What is Withum Wealth Management's most common email format?

Withum Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Withum Wealth Management email formats with LeadIQ.

How many employees does Withum Wealth Management have currently?

Withum Wealth Management has approximately 25 employees as of December 2025. These team members are located across 2 continents, including North AmericaAsia.

Who are Withum Wealth Management's key employees and leadership?

As of December 2025, Withum Wealth Management's key employees include:

Principal, Cco, And Investment Advisor: C. D.
Wealth Advisor / Investment Manager / Partner: A. H.
Director Of Professional Services: L. F.
Office Manager: M. R.
Senior Portfolio Manager: A. G.

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