AdvisorCensus / Financial advisors / New York / New York / Withum Wealth Management
Withum Wealth Management
Filed as WITHUM WEALTH MANAGEMENT · Legal name Pinnacle Wealth Management Advisory Group, LLC
Withum Wealth Management is an SEC-registered investment advisory firm in Red Bank, NJ, registered since 2011, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated October 1, 2026.
Quick answers
From the filingHow is Withum Wealth Management compensated?
On its Form ADV (Item 5.E, October 2026), Withum Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Withum Wealth Management charge?
Its Form ADV Part 2A brochure dated March 21, 2026 states: Asset-based fee: 0.5% to 1.25% a year (a range, as the brochure states it); Flat fee: $500 to $15,000 (financial planning and consulting services…); Hourly rate: $125 to $350 an hour (financial planning and consulting services…). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Withum Wealth Management located?
Withum Wealth Management's principal office is in Red Bank, NJ, according to its Form ADV; the April 2026 filing also lists 4 other offices (Schedule D, Section 1.F).
Is Withum Wealth Management registered with the SEC or a state?
Withum Wealth Management is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 158332.
How much does Withum Wealth Management manage?
Withum Wealth Management reports $2,340,272,087 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (100% discretionary).
How have Withum Wealth Management's assets and staff changed since 2021?
In the Form ADV data for Withum Wealth Management: Regulatory assets under management: $683,147,223 in the October 2021 data and $2,340,272,087 in the October 2026 data, up 243%. Total employees: 11 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Withum Wealth Management serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (688); individuals (other than high net worth individuals) (67); corporations or other businesses not listed above (27).
Which custodians does Withum Wealth Management use?
Withum Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.
Does Withum Wealth Management 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/158332
Does Withum Wealth Management state an account minimum?
Its Form ADV Part 2A brochure dated March 21, 2026 says: "Withum Wealth Management generally requires a $1,000,000 minimum asset level for investment advisory services."
What changed in Withum Wealth Management's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $1,964,808,690 to $2,340,272,087 (+19%). Registered or notice-filed in AZ.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.5% to 1.25% a year (a range, as the brochure states it)
The brochure's wording
Withum Wealth Management’s annual investment advisory fee shall vary (generally, between 0.50% and 1.25%) based upon various factors, including the total amount of assets placed under management/advisement.
Account minimum: $1,000,000
The brochure's wording
Withum Wealth Management generally requires a $1,000,000 minimum asset level for investment advisory services.
Flat fee: $500 to $15,000 (financial planning and consulting services…)
The brochure's wording
Withum Wealth Management’s planning and consulting fees are negotiable, but generally range from $500 to $15,000 on a fixed fee basis
Hourly rate: $125 to $350 an hour (financial planning and consulting services…)
The brochure's wording
Withum Wealth Management’s planning and consulting fees are negotiable, but generally range from $500 to $15,000 on a fixed fee basis and from $125 to $350 on an hourly basis
As stated in the firm's Form ADV Part 2A brochure dated March 21, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$2,340,272,087 as of October 2026, filing dated October 1, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Legal name
- Pinnacle Wealth Management Advisory Group, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2011 (15 years)
- Employees
- Total: 13. Performing investment advisory functions: 11.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
4 other offices, as of the April 2026 filing
- States registered or notice-filed
-
18 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $2,340,272,087 | 13 | October 1, 2026 |
| October 2025 | $1,964,808,690 | 12 | March 25, 2025 |
| October 2024 | $1,580,487,586 | 12 | March 29, 2024 |
| October 2023 | $1,331,507,854 | 13 | March 31, 2023 |
| October 2022 | $1,169,677,748 | 13 | March 26, 2022 |
| October 2021 | $683,147,223 | 11 | April 1, 2021 |
Regulatory assets under management: $683,147,223 in the October 2021 data and $2,340,272,087 in the October 2026 data, up 243%.
Total employees: 11 in October 2021 and 13 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $1,964,808,690 to $2,340,272,087 (+19%).
- Registered or notice-filed in AZ.
- December 2025
- Added an office in Tysons, VA.
- No longer lists an office in Bethesda, MD.
- Registered or notice-filed in RI.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Withum Wealth Management (CRD 158332): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/withum-wealth-management-red-bank-nj-158332