OCEAN GROVE, NJCRD 142480Latest ADV March 18, 2026
Beckerman Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Ocean Grove, NJ. Its latest Form ADV filing, dated March 18, 2026, reports $303M in regulatory assets under management, 6 employees, 2 offices, and 650 accounts.
Assets Under Management
$303M
Employees
6
Offices
2 offices
Total Clients
217
Primary office
OCEAN GROVE, NJ
77 MAIN AVENUE, SUITE 1A, OCEAN GROVE, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 64.1% of total clients.
Top client categories% of clientsClients
1
HNWI
64.1%
139
2
Individuals
30.9%
67
3
Pension Plans
4.6%
10
4
Corporations
0.5%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$303Mas of March 18, 2026
Discretionary97.2%
$295M
97% of total RAUM97.2%
Non-discretionary2.8%
$8M
3% of total RAUM2.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$303M
Total Accounts650
10Y AUM Change+$184M (+153.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee36:1
10Y Employee Change+2 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.