National Wealth Management LLC

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Assets, Funds, Holdings

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CAFR Data
National Wealth Management LLC
CRD #136346
SEC #801-64526
CIK #
AUM $207.7 MM (99% Disc, 100% US, 2020-02-13)
Employees3 (100% Investors, 0% Brokers)
Phone973-805-6950
Address26 Columbia Turnpike
Florham Park, NJ 07932
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($MM)
210168126844202004200920152021
Comparable Firms State AUM ($BB)
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CA 0.2
Advisory Partners LLC
IL 0.2
Certior Financial Group LLC
PA 0.2
LGT Financial Advisors LLC
TX 0.2
Trellis Wealth Advisors LLC
CA 0.2
Hefty Wealth Partners Inc
IN 0.2
Lumbard & Kellner LLC
NH 0.2
Fiduciary Counsel Inc
NY 0.2
Kingsmark Private Financial Advisors LLC
GA 0.2
Peak Investment Management Ltd
MT 0.2
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