# Haddon Wealth Management, LLC

> 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.

- CRD: 226703
- Filed as: HADDON WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Haddonfield, NJ
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/226703
- AdvisorCensus page: https://advisorcensus.com/firm/haddon-wealth-management-llc-haddonfield-nj-226703

## Quick answers

**How is Haddon Wealth Management, LLC compensated?**
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).

**Where is Haddon Wealth Management, LLC located?**
Haddon Wealth Management, LLC's principal office is in Haddonfield, NJ, according to its Form ADV.

**Is Haddon Wealth Management, LLC registered with the SEC or a state?**
Haddon Wealth Management, LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 226703.

**How much does Haddon Wealth Management, LLC manage?**
Haddon Wealth Management, LLC reports $90,391,742 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (100% discretionary).

**What types of clients does Haddon Wealth Management, LLC serve?**
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).

**Does Haddon Wealth Management, LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $90,391,742
- Discretionary: $90,391,742
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 57 | $21,034,554 |
| High net worth individuals | 14 | $55,712,021 |
| 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) | 0 | $0 |
| Charitable organizations | 2 | $13,645,167 |
| 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 | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NJ, PA
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): 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?
- 11.D(4): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/226703

### Websites listed on Form ADV (Item 1.I)
- haddonwealthmgt.com
- Facebook @HADDONWEALTHMGT
- LinkedIn @HADDON-WEALTH-MANAGEMENT
- X @haddonwealthmgt

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Haddon Wealth Management, LLC (CRD 226703): Form ADV filing data as of October 2026.