Smallwood Wealth Management

CRD 288663 · Red Bank, NJ · $339.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 288663
SEC number: 801-110658
Firm type: RIA
Assets under management: $339.0M as of Mar 13, 2026
Website: www.youtube.com/channel/UCboAwSGQ6R51p9H30rW_J1A ↗
Phone: (732) 542-1565
Address: 199 Broad Street, Red Bank, NJ, 07701

Advisors at this firm

6 in our index · page 1 of 1

Christine A FlynnCRD 6605210 · Red Bank, NJ

IA Registered
Robert MarksCRD 6821354 · Red Bank, NJ

IA RegisteredBroker
Christopher SmallwoodCRD 7135121 · Red Bank, NJ

IA RegisteredBroker
John Lewis SmallwoodCRD 2132725 · Red Bank, NJ

IA RegisteredBroker

Disclosure event(s) on record
John Lewis SmallwoodCRD 6363472 · Red Bank, NJ

IA RegisteredBroker
Jared SmallwoodCRD 6234719 · Red Bank, NJ

IA Registered

Source & corrections

Where this page comes from

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