Key facts
- Status: Privately Held (no backing).
Leadership
- Alice GabrieleCo-Founder and Senior Portfolio Manager
- Henry MercerChief Investment Officer
- ·Watchlist + deal alerts for Withum Wealth Management
- ·The full record, as it builds
Funding rounds
No funding rounds for Withum Wealth Management are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Withum Wealth Management
Registered investment advisor providing private wealth management solutions to clients nationwide. Services include financial and investment advice, portfolio management, and customized investment management. Withum Wealth Management's team of financial advisors hold credentials such as CFA, CFP, and CPA. The company's approach is client-first and conflict-free, with a focus on protecting, enhancing, and growing clients' wealth.
- Sector
- Financial Services
- HQ
- Red Bank, NJ, United States
- Employees
- 25
- Website
- withumwealth.com/
- Ownership
- Privately Held (no backing)
Withum Wealth Management doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Withum Wealth Management shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Withum Wealth Management in its N-PORT filings yet. We sweep new filings monthly.