Able Wealth Management LLC
Able Wealth Management LLC is an SEC-registered investment adviser based in Toms River, New Jersey. Founded to provide financial planning and investment management for individuals such as business owners, entrepreneurs, creatives, and professionals, the firm offers personalized, strategic wealth advisory services. It specializes in comprehensive financial planning, portfolio management, and tax minimization strategies for clients located primarily in the U.S.
Investment Strategy
Able Wealth Management LLC applies a personalized, goals-based investment approach. Their strategy centers on developing tailored investment portfolios to align with each client’s financial objectives and risk tolerance, providing both asset allocation and ongoing portfolio rebalancing. They integrate financial planning, tax minimization, and estate planning as part of their holistic advisory process, serving individuals, families, and business owners.
Top Holdings
Equity Positions (102)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SHV | ISHARES TR | 8.94% | $23.8M | 215,266 | $110.15 | $110.49 | +$416.8K |
S SPMO | INVESCO EXCH TRADED FD TR II | 4.85% | $12.9M | 106,496 | $100.33 | $121.06 | +$4.5M |
J JQUA | J P MORGAN EXCHANGE TRADED F | 4.50% | $12.0M | 190,240 | $55.88 | $62.91 | +$4.4M |
E EQWL | INVESCO EXCHANGE TRADED FD T | 4.38% | $11.6M | 101,552 | $100.41 | $114.68 | +$3.7M |
D DYNF | BLACKROCK ETF TRUST | 3.99% | $10.6M | 179,065 | $54.15 | $59.20 | +$4.0M |