$579.5M Total AUM
$579.5M Disc. AUM
-- 3Y CAGR
7 Employees
1,030 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist · Betterment · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-22-2018
- Office Locations
- 3
Office Locations
185 Route 70 Unit 105 Toms River NJ
42 Broadway, 12th Floor NEW York NY
60 E 9TH Street #404 NEW York NY
About Able Wealth Management LLC
Able Wealth Management LLC is a Toms River-based RIA with 3 offices. The firm has been operating for 7 years. Managing $579.5M in total assets under management, with 5 advisory representatives. They custody assets with Altruist and Betterment. Services offered include 529 Plans, Asset Management, Business Succession.
Team overview
42 AVG AGE
$115.9M AVG AUM / ADVISOR
$562.7K AVG AUM / CLIENT
5 yrs AVG TENURE
7 Employees
5 Advisory Reps
5 RIA Reps
7yrs Firm Age
Insights
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Accredited Investors
Wave north
Asset Classes
Prime Vertex Vector timber Bridge Frontier Meridian Vector north Frontier Focus
Client Personas
North Summit
Investment Themes
Unison insight Legacy frontier Legacy glacier Radial beacon Horizon vertex Wave
Investment Vehicles
Radial Focus vector
Platform
Focus beacon Timber fusion
Services
Crest Vital alpha Wave timber Meridian catalyst Delta insight Catalyst summit Radial quantum Pathway fusion Horizon meridian Ember Ridge Unison
Owner & Executives
S
SETH PHILIP HODES
Chief Compliance Officer, Managing Member, Managing Partner
- CRD
- #6101880
- Ownership
- 50% but less than 75%
(298) 316-4993
signal.catalyst@insightcapital.com
in linkedin.com/in/prime-vital
Y
YOEL KAPLOWITZ
--
- CRD
- #6114542
- Ownership
- 50% but less than 75%
(275) 520-5478
catalyst.glacier@alphacapital.com
in linkedin.com/in/signal-quantum
Showing 2 of 2 owners & executives
Unlock allContacts
E
ELCHANAN NMN ABRAMOWITZ
--
- CRD
- #4443847
(385) 805-7237
crest.north@alphacapital.com
in linkedin.com/in/wave-focus
S
SIMCHA BUNIM GOLDBERG
--
- CRD
- #6938414
(880) 481-1605
summit.pioneer@momentumcapital.com
in linkedin.com/in/ember-pioneer
E
Ember pioneer
Atlas bridge
- CRD
- #84848
(849) 431-6590
legacy.pioneer@ridgecapital.com
in linkedin.com/in/unison-prime
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $579,538,342 | $274,793 |
| Non-Discretionary | $0 | -- |
| Total | $579,538,342 | $274,793 |
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Separately Managed Accounts
Total SMA Asset: $579,538,342
Public Funds:
29.7% Equity - Exchange:
17.3% Cash:
24.6% Private Funds:
18.3% Other:
10.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,180,013,576 | 29.7% |
| Equity - Exchange | $1,269,839,557 | 17.3% |
| Cash | $1,805,667,810 | 24.6% |
| Private Funds | $1,343,240,688 | 18.3% |
| Other | $741,351,418 | 10.1% |
| Total | $7,340,113,049 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RADIAL RIDGE | VECTOR VECTOR | 86O94ZOVR | MVCUF | 4.53% | $48,019,340 |
| WAVE PEAK MATRIX | FOUNDATION HORIZON | JZC6FER17 | LKS | 7.54% | $117,321,803 |
| SUMMIT SUMMIT | UNISON CAPITAL | 5PV2SZK0Y | WYSG | 5.05% | $94,328,418 |
| RIDGE FOUNDATION | ZENITH ALPHA | BX74Z8RXO | GZOPJ | 11.20% | $57,402,713 |
| FUSION VECTOR UNISON | VITAL BEACON | 05MR92PBN | LATJ | 6.67% | $37,300,571 |
| MOMENTUM MATRIX UNISON | CATALYST SIGNAL | OGJ819CP6 | ZZRA | 9.25% | $42,399,980 |
| QUANTUM OPTIMA | HARBOR VECTOR | PP14ZJHS4 | KSVG | 1.62% | $55,487,529 |
| SUMMIT MERIDIAN ALPHA | RIDGE MATRIX | BOKYTRH9I | XQOU | 11.51% | $96,346,069 |