Smallwood Wealth Investment Management LLC


Assets, Funds, Holdings

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Smallwood Wealth Investment Management LLC
CRD #288663
SEC #801-110658
AUM $111.5 MM (100% Disc, 100% US)
Employees3 (100% Investors, 67% Brokers)
Address199 Broad Street
Red Bank, NJ 07701
Source [IAPD] [Website]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Truenorth Financial Services LLC
WA 0.1
Objective Capital Management LLC
OH 0.1
Agave Advisors SA
Verdant LLC
AK 0.1
CCI Financial Group Inc
OH 0.1
Morton Brown Family Wealth LLC
PA 0.1
Radix Financial LLC
OK 0.1
Oakmont Investment Advisors Inc
PA 0.1
Higley James W
NJ 0.1
Security Federal Savings Bank of McMinnville TN
TN 0.1
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