Smallwood Wealth Management

$339MAssets under management
as of Mar 2026 · SEC Form ADV
Red Bank, NJ
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Tech stack

No one at Smallwood Wealth Management has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $2.6B held · filed Oct 2024
Pershing
Per Form ADV · $219K held · filed Oct 2024