Smallwood Wealth Management, NJ — Investment Adviser | BuildTrust

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SMALLWOOD WEALTH MANAGEMENT

Investment AdviceRED BANK, NJ

Assets Under Management

$294.5M

Total AUM

Donut chart: Discretionary 294.5M, Non-Discretionary 77K
Category	Value
Discretionary	294.5M
Non-Discretionary	77K

Adviser Information

Field	Value
CRD Number	288663
SEC Number	801-110658
Street Address	199 BROAD STREET
Location	RED BANK, NJ 07701
Country	United States
Phone	(732) 542-1565
Fax	(732) 389-0488
Total Employees	12

Client Count by Type (407 Total)

Horizontal bar chart: Individuals (other than H… 296, High Net Worth Individual… 107, Charitable Organizations 2, Pension/Profit Sharing Pl… 1, Corporations/Businesses 1
Category	Value
Individuals (other than H…	296
High Net Worth Individual…	107
Charitable Organizations	2
Pension/Profit Sharing Pl…	1
Corporations/Businesses	1