# Withum Wealth Management

> 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.

- CRD: 158332
- Filed as: WITHUM WEALTH MANAGEMENT
- Legal name: Pinnacle Wealth Management Advisory Group, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Red Bank, NJ
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/158332
- AdvisorCensus page: https://advisorcensus.com/firm/withum-wealth-management-red-bank-nj-158332

## Quick answers

**How 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

### 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 21, 2026)

- Asset-based fee: 0.5% to 1.25% a year (a range, as the brochure states it)

> 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

> 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…)

> 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…)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial 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: $2,340,272,087
- Discretionary: $2,340,272,087
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 67 | $12,925,694 |
| High net worth individuals | 688 | $2,120,860,910 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $5,168,558 |
| Charitable organizations | 9 | $15,250,599 |
| Insurance companies | Fewer than 5 | $8,674,308 |
| Corporations or other businesses not listed above | 27 | $177,392,018 |

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

### Firm details
- Registered since: 2011 (15 years)
- Employees: 13 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CT, DC, FL, IL, MA, MD, NC, NH, NJ, NY, OH, PA, RI, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Irvine, CA
- Princeton, NJ
- Tysons, VA
- Whippany, NJ

### Websites listed on Form ADV (Item 1.I)
- [withumwealth.com](https://withumwealth.com)
- Facebook @withumwealth
- Instagram @withumwealth
- LinkedIn @withum-wealth
- X @WITHUMWEALTH
- YouTube @withumwealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $683,147,223 | 11 | April 1, 2021 |
| October 2022 | $1,169,677,748 | 13 | March 26, 2022 |
| October 2023 | $1,331,507,854 | 13 | March 31, 2023 |
| October 2024 | $1,580,487,586 | 12 | March 29, 2024 |
| October 2025 | $1,964,808,690 | 12 | March 25, 2025 |
| October 2026 | $2,340,272,087 | 13 | October 1, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Withum Wealth Management (CRD 158332): Form ADV filing data as of October 2026.