Reedmark Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Somerville, NJ. Its latest Form ADV filing, dated March 18, 2026, reports $565M in regulatory assets under management, 12 employees, and 77 accounts.
Assets Under Management
$565M
Employees
12
Offices
--
Total Clients
77
Primary office
SOMERVILLE, NJ
92 EAST MAIN STREET, SUITE 203, SOMERVILLE, NJ, United States
Top client segmentPension Plans represent 46.8% of total clients.
Top client categories% of clientsClients
1
Pension Plans
46.8%
36
2
HNWI
36.4%
28
3
Individuals
14.3%
11
4
Charitable
2.6%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$565Mas of March 18, 2026
Discretionary28.5%
$161M
29% of total RAUM28.5%
Non-discretionary71.5%
$403M
71% of total RAUM71.5%
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.
Total AUM$565M
Total Accounts77
10Y AUM Change$-162M (-22.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee6:1
10Y Employee Change+10 (+500.0%)
* 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.