Smallwood Wealth Management
Smallwood Wealth Management is an SEC-registered mass-market adviser in Red Bank, NJ with $339.0M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Smallwood Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 288663, SEC 801-110658, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $339.0M (2026-03-13)
- Firm type
- Mass-Market Adviser
- Location
- Red Bank, NJ
- Employees
- 12
- Clients
- 458
- CRD
- 288663
- Ownership
- SMALLWOOD, JOHN, LEWIS; JOHN L. SMALLWOOD, SR INVESTMENT TRUST
How much AUM does Smallwood Wealth Management have?
Smallwood Wealth Management reported $339.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Smallwood Wealth Management?
Disclosed owners and executives of Smallwood Wealth Management include SMALLWOOD, JOHN, LEWIS, JOHN L. SMALLWOOD, SR INVESTMENT TRUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.