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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-12-2011
- Office Locations
- 5
Office Locations
About Withum Wealth Management
Withum Wealth Management provides integrated wealth management combining financial planning and portfolio management for high-tax-bracket households, business owners, and retirees. The team applies traditional and non-traditional approaches across ETFs and fixed income (including municipals), supported by ongoing CIO research and investment commentary. Their portfolio review process emphasizes market sensitivity, all-in fees (including embedded fees), performance, and tax-harvesting opportunities.
Team overview
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Client Personas
Custodian
Investment Themes
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Platform
Services
Technology
Owner & Executives
CARMINE NMN D'AVINO
Chief Compliance Officer, Investment Advisor, Principal
- CRD
- #2693235
- Ownership
- Less than 5%
JAMES F FERRARE
EXECUTIVE VICE PRESIDENT, Managing Member, Wealth Advisor
- CRD
- #1557895
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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THOMAS WILLIAM FARRELL
Wealth Management Advisor
- CRD
- #3250992
RYAN ASHLEY FAUSE
Wealth Advisor
- CRD
- #2681929
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,340,272,087 | $1,196,458 |
| Non-Discretionary | $0 | -- |
| Total | $2,340,272,087 | $1,196,458 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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