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| Happy Holidays!! thanks for using AUM13F!! |
| ABLE Wealth Management LLC
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|---|---|
| CRD # | 298085 |
| SEC # | 801-128199 |
| CIK # | 0002011908 |
| AUM | $322.1 M (2025-06-01) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 212-634-7842 |
| Address | 185 Route 70 Toms River, NJ 08755 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Mastercard Inc | 2.7 | ||
| Apple Inc | 2.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 485 | 104.0 |
| (b) Individuals (high net worth individuals) | 227 | 188.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 17 | 0.0 |
| (h) Charitable organizations | 2 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 29 | 29.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,139 | 322.1 |
| By Discretionary | ||
| Discretionary | 1,132 | 321.7 |
| Non-Discretionary | 7 | 0.3 |
| Total | 1,139 | 322.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 322.1 | |
| Total | 1,139 | 322.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002011908] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
ACAS LLC
✚
|
CA | 0.3 |
|
Dunhill Financial LLC
✚
|
0.3 | |
|
Blackdiamond Wealth Management LLC
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|
NY | 0.3 |
|
Pollock Investment Advisors LLC
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MI | 0.3 |
|
Cascades Capital Asset Management LLC
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NC | 0.3 |
|
Birmingham Capital Management Co Inc
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|
AL | 0.3 |
|
Optimum Investment Advisors LLC
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|
IL | 0.3 |
|
S&A Financial Services Inc
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|
KS | 0.3 |
|
US Asset Management LLC
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|
PA | 0.3 |
|
Financial Decisions LLC
✚
|
NY | 0.3 |