# Withum Wealth Management Withum Wealth Management is a Bank / Wealth / Trust based in Red Bank, United States. ## Overview - **Organization type:** Bank / Wealth / Trust - **Headquarters:** Red Bank, United States - **Region:** North America - **Address:** Red Bank, NJ, United States - **Founded:** 2011 - **Assets under management:** Undisclosed - **Website:** withumwealth.com - **LinkedIn:** https://www.linkedin.com/company/withum-wealth ## Regulatory record - **CRD number:** 158332 - **SEC file number:** 801-72657 - **Registration status:** APPROVED - **Latest Form ADV filing:** 2026-03-22T05:00:00.000Z - **Reports private funds:** No - **Private funds reported:** 0 - **IAPD record:** https://adviserinfo.sec.gov/firm/summary/158332 ## About Withum Wealth Management was launched in 2011 as the registered investment advisory affiliate of WithumSmith+Brown, an East Coast accounting firm founded in 1974. The RIA was built to capture wealth-management relationships that the accounting practice already served through tax and estate planning. Rather than operate as a standalone multi-family office, the firm functions as an integrated advisor where CPAs and portfolio managers share client relationships — a model many regional accounting firms have attempted, but few have sustained at scale. The firm constructs portfolios across equities, fixed income, and alternative investments, emphasizing asset allocation and manager due diligence over proprietary fund products. As a registered investment advisor, Withum Wealth holds fiduciary status, meaning it cannot sell commissioned products; its revenue comes directly from advisory fees based on assets under management. The investment committee reviews third-party managers for inclusion in client portfolios, though the firm also runs customized separate accounts for larger relationships. Public filings confirm the RIA maintains a limited number of direct private placements, typically offered to qualified clients who already have substantial commitments to traditional public-market strategies. Withum Wealth's footprint stays concentrated in the Mid-Atlantic and Northeast, reflecting the geography of its parent accounting firm, which operates offices across New Jersey, New York, Pennsylvania, and several other states. The RIA's headcount and total assets under management remain undisclosed in public regulatory filings, consistent with many privately held advisory firms that do not publicly report financials. Its structure as an affiliate of a larger professional-services partnership provides built-in succession infrastructure — client relationships span tax, audit, and advisory, reducing key-person risk that plagues independent solo practitioners. Unlike multi-family offices that chase ultra-high-net-worth families with dedicated white-glove services, Withum Wealth's structural differentiator lies in its embedded position within a partnership of licensed accountants. This creates a sourcing pipeline that converts existing tax and business-advisory clients into wealth-management relationships, a funnel most RIAs cannot replicate without acquiring a CPA firm. The model pairs recurring tax-touchpoints with discretionary portfolio oversight, making the RIA less a standalone brand and more a natural extension of the Withum partnership. ## Questions ### How does Withum Wealth Management source clients? Withum Wealth primarily sources clients through its parent accounting firm, WithumSmith+Brown. Business owners, executives, and families who already use the firm for tax or estate planning are introduced to the RIA for investment management. This integration means the wealth advisory pipeline is largely internal, with organic referrals from CPAs who identify investable assets during tax preparation or life-event planning conversations. ### What is the relationship between Withum Wealth Management and WithumSmith+Brown? Withum Wealth Management operates as an affiliate of WithumSmith+Brown, a top-25 US public accounting firm. The two entities share brand identity and client relationships but are legally distinct. Withum Wealth is a registered investment advisor regulated by the SEC, while the accounting firm operates as a professional-services partnership. This separation allows the RIA to maintain fiduciary independence while benefiting from the accounting firm's client base and professional referral network. ## Related profiles - [Withers Wealth Advisory](https://altss.com/profile/withers-wealth-advisory) - [Wixon Advisors](https://altss.com/profile/wixon-advisors) --- Last updated: 2026-06-03T20:00:00.000Z Canonical page: https://altss.com/profile/withum-wealth-management Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology