Withum Wealth Management

Overview

Withum Wealth Management is an SEC registered investment adviser based in Red Bank, NJ, registered since 2011. It reports $2.3B in assets under management across 1,956 accounts, with 13 employees. It has 7 investment adviser representatives.

Reported AUM

$2.3B

Discretionary

100%

Accounts

1,956

Average account

$1.2M

Employees

13

Advisory reps

7

Registered since

2011

Jurisdictions

18

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• James F Ferrare Managing Member CRD 1557895
• Carmine Davino Chief Compliance Officer CRD 2693235

Advisory reps 3 of 7

• Thomas William Farrell Investment Adviser Rep CRD 3250992
• Austin Hagaman Investment Adviser Rep CRD 5961221
• Monica Judith Jalife Investment Adviser Rep CRD 4775856

4 more advisory reps, with emails, phones and branch locations

Location

Headquarters

47 Reckless Pl
Red Bank, NJ 07701

County

Monmouth

Metro area

New York-Newark-Jersey City, NY-NJ-PA

Region

Northeast

Registrations

• SEC registered
• Registered in 18 jurisdictions
• Website: withumwealth.com

Every state, with registration dates

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