{ "crd_number": 226703, "slug": "haddon-wealth-management-llc-haddonfield-nj-226703", "primary_business_name": "HADDON WEALTH MANAGEMENT, LLC", "legal_name": "HADDON WEALTH MANAGEMENT, LLC", "dbas": [], "city": "Haddonfield", "state": "NJ", "country": "United States", "cbsa_code": "37980", "metro": { "cbsa_code": "37980", "common_name": "Philadelphia", "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD", "path": "/advisors/pa/philadelphia" }, "registration_type": "state", "registration_status": "APPROVED", "registration_date": "2015-07-01", "years_registered": 11, "period": "2026-10-01", "filing_date": "2026-03-10", "carried_forward": false, "raum_total": 90391742.0, "raum_discretionary": 90391742.0, "raum_non_discretionary": 0.0, "raum_band": "25m_100m", "raum_band_label": "$25 million to $100 million", "total_employees": 1, "advisory_employees": 1, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "other": { "raum": 0.0, "count": 0 }, "charitable": { "raum": 13645167.0, "count": 2, "fewer_than_5": true }, "individuals": { "raum": 21034554.0, "count": 57 }, "banking_thrift": { "raum": 0.0, "count": 0 }, "state_municipal": { "raum": 0.0, "count": 0 }, "insurance_companies": { "raum": 0.0, "count": 0 }, "investment_companies": { "raum": 0.0, "count": 0 }, "pension_profit_sharing": { "raum": 0.0, "count": 0 }, "other_investment_advisers": { "raum": 0.0, "count": 0 }, "high_net_worth_individuals": { "raum": 55712021.0, "count": 14 }, "pooled_investment_vehicles": { "raum": 0.0, "count": 0 }, "corporations_other_businesses": { "raum": 0.0, "count": 0 }, "business_development_companies": { "raum": 0.0, "count": 0 }, "sovereign_wealth_foreign_official": { "raum": 0.0, "count": 0 } }, "compensation_types": [ "fixed", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "portfolio_management_individuals", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 2, "states_registered": [ "FL", "NJ", "PA" ], "websites": [ "https://facebook.com/HADDONWEALTHMGT", "https://haddonwealthmgt.com", "https://linkedin.com/COMPANY/HADDON-WEALTH-MANAGEMENT", "https://twitter.com/haddonwealthmgt" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/226703", "disclosure_items": [ { "item": "11.D(2)", "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?" }, { "item": "11.D(4)", "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?" } ], "city_as_filed": "HADDONFIELD", "url": "https://advisorcensus.com/firm/haddon-wealth-management-llc-haddonfield-nj-226703", "display_name": "Haddon Wealth Management, LLC", "summary": "Haddon Wealth Management, LLC is a state-registered investment advisory firm in Haddonfield, NJ, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.", "citation": "AdvisorCensus. Haddon Wealth Management, LLC (CRD 226703): Form ADV filing data as of October 2026.", "registration_type_label": "State-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Selection of other advisers (including private fund managers)" ], "quick_answers": [ { "q": "How is Haddon Wealth Management, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Haddon Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)." }, { "q": "Where is Haddon Wealth Management, LLC located?", "a": "Haddon Wealth Management, LLC's principal office is in Haddonfield, NJ, according to its Form ADV." }, { "q": "Is Haddon Wealth Management, LLC registered with the SEC or a state?", "a": "Haddon Wealth Management, LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 226703." }, { "q": "How much does Haddon Wealth Management, LLC manage?", "a": "Haddon Wealth Management, LLC reports $90,391,742 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (100% discretionary)." }, { "q": "What types of clients does Haddon Wealth Management, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (57); high net worth individuals (14); charitable organizations (2)." }, { "q": "Does Haddon Wealth Management, LLC report any disciplinary disclosures?", "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/226703" } ], "filing_history": [], "recent_changes": [], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/haddon-wealth-management-llc-haddonfield-nj-226703.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 57, "fewer_than_5": false, "raum": 21034554.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 14, "fewer_than_5": false, "raum": 55712021.0 }, { "type": "banking_thrift", "label": "Banking or thrift institutions", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "investment_companies", "label": "Investment companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "business_development_companies", "label": "Business development companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 2, "fewer_than_5": true, "raum": 13645167.0 }, { "type": "state_municipal", "label": "State or municipal government entities (including government pension plans)", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "other_investment_advisers", "label": "Other investment advisers", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "insurance_companies", "label": "Insurance companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "sovereign_wealth_foreign_official", "label": "Sovereign wealth funds and foreign official institutions", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "other", "label": "Other", "count": 0, "fewer_than_5": false, "raum": 0.0 } ], "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.", "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/226703", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }