{
  "crd_number": 158332,
  "slug": "withum-wealth-management-red-bank-nj-158332",
  "primary_business_name": "WITHUM WEALTH MANAGEMENT",
  "legal_name": "PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC",
  "dbas": [],
  "city": "Red Bank",
  "state": "NJ",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2011-08-12",
  "years_registered": 15,
  "period": "2026-10-01",
  "filing_date": "2026-10-01",
  "carried_forward": false,
  "raum_total": 2340272087.0,
  "raum_discretionary": 2340272087.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 13,
  "advisory_employees": 11,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 15250599.0,
      "count": 9
    },
    "individuals": {
      "raum": 12925694.0,
      "count": 67
    },
    "insurance_companies": {
      "raum": 8674308.0,
      "count": null,
      "fewer_than_5": true
    },
    "pension_profit_sharing": {
      "raum": 5168558.0,
      "count": 7
    },
    "high_net_worth_individuals": {
      "raum": 2120860910.0,
      "count": 688
    },
    "corporations_other_businesses": {
      "raum": 177392018.0,
      "count": 27
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CT",
    "DC",
    "FL",
    "IL",
    "MA",
    "MD",
    "NC",
    "NH",
    "NJ",
    "NY",
    "OH",
    "PA",
    "RI",
    "SC",
    "TX",
    "VA"
  ],
  "websites": [
    "https://facebook.com/withumwealth",
    "https://instagram.com/withumwealth",
    "https://linkedin.com/company/withum-wealth",
    "https://withumwealth.com",
    "https://x.com/WITHUMWEALTH",
    "https://youtube.com/@withumwealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/158332",
  "city_as_filed": "RED BANK",
  "url": "https://advisorcensus.com/firm/withum-wealth-management-red-bank-nj-158332",
  "display_name": "Withum Wealth Management",
  "summary": "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.",
  "citation": "AdvisorCensus. Withum Wealth Management (CRD 158332): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Withum Wealth Management compensated?",
      "a": "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)."
    },
    {
      "q": "How much does Withum Wealth Management charge?",
      "a": "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."
    },
    {
      "q": "Where is Withum Wealth Management located?",
      "a": "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)."
    },
    {
      "q": "Is Withum Wealth Management registered with the SEC or a state?",
      "a": "Withum Wealth Management is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 158332."
    },
    {
      "q": "How much does Withum Wealth Management manage?",
      "a": "Withum Wealth Management reports $2,340,272,087 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (100% discretionary)."
    },
    {
      "q": "How have Withum Wealth Management's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Withum Wealth Management serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Withum Wealth Management use?",
      "a": "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."
    },
    {
      "q": "Does Withum Wealth Management report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Withum Wealth Management state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Withum Wealth Management's recent Form ADV filings?",
      "a": "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."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 683147223.0,
      "total_employees": 11,
      "filing_date": "2021-04-01"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1169677748.0,
      "total_employees": 13,
      "filing_date": "2022-03-26"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1331507854.0,
      "total_employees": 13,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1580487586.0,
      "total_employees": 12,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1964808690.0,
      "total_employees": 12,
      "filing_date": "2025-03-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2340272087.0,
      "total_employees": 13,
      "filing_date": "2026-10-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $1,964,808,690 to $2,340,272,087 (+19%).",
        "Registered or notice-filed in AZ."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Added an office in Tysons, VA.",
        "No longer lists an office in Bethesda, MD.",
        "Registered or notice-filed in RI."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 21, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.5% to 1.25% a year",
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $500 to $15,000 (financial planning and consulting services…)",
      "Hourly rate: $125 to $350 an hour (financial planning and consulting services…)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.5% to 1.25% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000"
        ],
        "quotes": [
          "Withum Wealth Management generally requires a $1,000,000 minimum asset level for investment advisory services."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $500 to $15,000 (financial planning and consulting services…)"
        ],
        "quotes": [
          "Withum Wealth Management’s planning and consulting fees are negotiable, but generally range from $500 to $15,000 on a fixed fee basis"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $125 to $350 an hour (financial planning and consulting services…)"
        ],
        "quotes": [
          "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"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.5,
        1.25
      ],
      "max_pct": null,
      "account_minimum": 1000000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 500.0,
          "max": 15000.0,
          "period": "one_time",
          "service": "financial planning and consulting services (including investment and non-investment related matters, including estate pl"
        },
        {
          "kind": "hourly",
          "amount": null,
          "min": 125.0,
          "max": 350.0,
          "period": "hour",
          "service": "financial planning and consulting services (including investment and non-investment related matters, including estate pl"
        }
      ]
    },
    "quotes": [
      "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.",
      "Withum Wealth Management generally requires a $1,000,000 minimum asset level for investment advisory services.",
      "Withum Wealth Management’s planning and consulting fees are negotiable, but generally range from $500 to $15,000 on a fixed fee basis",
      "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"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/withum-wealth-management-red-bank-nj-158332.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 67,
      "fewer_than_5": false,
      "raum": 12925694.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 688,
      "fewer_than_5": false,
      "raum": 2120860910.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 5168558.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 9,
      "fewer_than_5": false,
      "raum": 15250599.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": true,
      "raum": 8674308.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 27,
      "fewer_than_5": false,
      "raum": 177392018.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/158332",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}