WESTFIELD WEALTH MANAGEMENT, LLC

WESTFIELD WEALTH MANAGEMENT, LLC of CRANFORD, NJ is an SEC-registered investment adviser (CRD 125421). Regulatory assets under management: $91.6M.

Registration

• CRD: 125421
• SEC file number: 801-62753
• Type: Registered investment adviser
• Location: 200 SOUTH AVENUE EAST, CRANFORD, NJ, 07016
• Phone: 908-654-4784
• Latest filing: 2026-03-21
• Regulatory AUM: $91.6M
• Discretionary AUM: $85.2M
• Non-discretionary AUM: $6.4M
• Clients: 3
• Accounts: 197

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 125421 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search