Able Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Toms River, NJ. Its latest Form ADV filing, dated March 10, 2026, reports $580M in regulatory assets under management, 8 employees, 1 office, and 2,109 accounts.
Assets Under Management
$580M
Employees
8
Offices
1 office
Total Clients
1,030
Primary office
TOMS RIVER, NJ
185 ROUTE 70, UNIT 105, TOMS RIVER, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.0% of total clients.
Top client categories% of clientsClients
1
Individuals
72.0%
742
2
HNWI
18.9%
195
3
Pension Plans
5.2%
54
4
Corporations
3.8%
39
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$580Mas of March 10, 2026
Discretionary100.0%
$580M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$580M
Total Accounts2,109
10Y AUM Change+$390M (+205.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee129:1
10Y Employee Change+3 (+60.0%)
* 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.