# Able Wealth Management LLC

> Able Wealth Management LLC is an SEC-registered investment advisory firm in Toms River, NJ, registered since 2023, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 16, 2026.

- CRD: 298085
- Filed as: ABLE WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Toms River, NJ
- Filing period: October 2026
- Form ADV filing dated: June 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/298085
- AdvisorCensus page: https://advisorcensus.com/firm/able-wealth-management-llc-toms-river-nj-298085

## Quick answers

**How is Able Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Able Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Able Wealth Management LLC charge?**
Its Form ADV Part 2A brochure dated March 10, 2026 states: Flat fee: $2,500 to $100,000 (creating client financial plans). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Able Wealth Management LLC located?**
Able Wealth Management LLC's principal office is in Toms River, NJ, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Able Wealth Management LLC registered with the SEC or a state?**
Able Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 298085.

**How much does Able Wealth Management LLC manage?**
Able Wealth Management LLC reports $579,538,342 in regulatory assets under management in its Form ADV filing dated June 16, 2026 (100% discretionary).

**How have Able Wealth Management LLC's assets and staff changed since 2023?**
In the Form ADV data for Able Wealth Management LLC: Regulatory assets under management: $189,434,829 in the October 2023 data and $579,538,342 in the October 2026 data, up 206%. Total employees: 5 in October 2023 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Able Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (742); high net worth individuals (195); pension and profit sharing plans (but not the plan participants or government pension plans) (54).

**Which custodians does Able Wealth Management LLC use?**
Able Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC, Betterment Securities, Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Able Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/298085

**Does Able Wealth Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 10, 2026 says: "AWML does not impose a minimum account size for its services, making our advisory offerings accessible to clients with diverse financial needs and goals."

**What changed in Able Wealth Management LLC's recent Form ADV filings?**
In the July 2026 filing data: Employees performing advisory functions went from 6 to 5.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 10, 2026)

- Account minimum: None

> AWML does not impose a minimum account size for its services, making our advisory offerings accessible to clients with diverse financial needs and goals.

- Flat fee: $2,500 to $100,000 (creating client financial plans)

> Fixed Fees: The negotiated fixed rate for creating client financial plans is between $2,500 and $100,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC
- Betterment Securities
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $579,538,342
- Discretionary: $579,538,342
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 742 | $103,617,901 |
| High net worth individuals | 195 | $381,854,665 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 54 | $14,332,703 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 39 | $79,733,073 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2023 (3 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, MD, NJ, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- ablewealth.co
- ablewealth.com
- Facebook @ablewealth
- Instagram @ablewealth
- LinkedIn @18783479
- X @AbleWealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $189,434,829 | 5 | September 5, 2023 |
| October 2024 | $244,423,665 | 6 | March 27, 2024 |
| October 2025 | $322,074,750 | 8 | June 1, 2025 |
| October 2026 | $579,538,342 | 7 | June 16, 2026 |

Regulatory assets under management: $189,434,829 in the October 2023 data and $579,538,342 in the October 2026 data, up 206%.
Total employees: 5 in October 2023 and 7 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Employees performing advisory functions went from 6 to 5.

### February 2026
- Regulatory assets under management went from $322,074,750 to $579,538,342 (+80%).

### December 2025
- Registered or notice-filed in MD, PA, TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Able Wealth Management LLC (CRD 298085): Form ADV filing data as of October 2026.