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Smallwood Wealth Management

Headquartered in RED BANK, NJ

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Firm Information

Smallwood Wealth Management is a wealth management firm based in Red Bank, NJ. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. The firm manages approximately $262,572,352 in assets, with approximately 874 accounts under management. They also offer a wrap fee program and participate in various advisory functions.

Smallwood Wealth Management

199 BROAD STREET

RED BANK, NJ 07701

$262.57M

Assets Under Management

40

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

SMALLWOOD WEALTH MANAGEMENT has a total of 2 branch locations across the country.
location

RED BANK, NJ

location

Tarpon Springs, FL

Advisors at Smallwood Wealth Management

View All 8 Advisors
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Jared Smallwood

RA

RED BANK, NJ

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Edward Edgar Bao

CFP®, RA

RED BANK, NJ

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Robert Daniel Marks

CFP®, RA

RED BANK, NJ

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Unclaimed
John Lewis Smallwood

RA

RED BANK, NJ

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John Lewis Smallwood

CFP®, RA

RED BANK, NJ

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Unclaimed
Kaitlyn Galgano

RA

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Unclaimed
Christopher James Smallwood

RA

RED BANK, NJ

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Unclaimed
Christine Flynn

RA

RED BANK, NJ

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Disclosures

There are no public disclosures for Smallwood Wealth Management.

Frequently Asked Questions (7)

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