Gitterman Wealth Management, LLC
Gitterman Wealth Management, LLC is an independent SEC-registered investment advisory firm headquartered in Edison, New Jersey. Founded over 25 years ago, the firm specializes in wealth management, retirement planning, estate and legacy planning, tax planning, and insurance. It serves individuals, families, and institutions, with a particular focus on sustainable and values-based investment solutions. The team includes partners, directors, ESG/Impact analysts, and wealth managers, totaling around 17 employees as of 2025. Gitterman is recognized for its thought leadership in sustainability and is frequently featured in industry media.
Investment Strategy
Gitterman Wealth Management provides personalized financial advice and investment management with a specialization in sustainability and ESG (Environmental, Social, and Governance) investing. The firm utilizes its proprietary SMART (Sustainability Metrics Applied to Risk Tolerance) Investing Solutions as core portfolio holdings, aiming for above-average risk-adjusted returns. Gitterman rigorously vets all investment managers and strategies using an institutional-quality methodology, and its financial planning approach incorporates clients' values and objectives. The advisors focus on aligning investments with solutions for a sustainable future, serving predominantly high-net-worth individuals, and seek to deliver cutting-edge financial insights in response to the evolving financial landscape.
Top Holdings
Equity Positions (335)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VGIT | VANGUARD SCOTTSDALE FDS | 19.31% | $82.9M | 1,385,699 | $62.72 | $59.81 | +$1.5M |
Q QLTY | 2023 ETF SERIES TRUST II | 12.97% | $55.7M | 1,624,912 | $31.34 | $34.26 | +$6.3M |
V VOO | VANGUARD INDEX FDS | 12.96% | $55.6M | 97,886 | $515.27 | $568.03 | +$6.6M |
B BIL | SPDR SERIES TRUST | 8.67% | $37.2M | 405,565 | $91.52 | $91.73 | +$233.1K |
G GRID | FIRST TR EXCHANGE TRADED FD | 8.01% | $34.4M | 247,187 | $117.13 | $139.02 | +$6.7M |