# GITTERMAN WEALTH MANAGEMENT, LLC

GITTERMAN WEALTH MANAGEMENT, LLC of EDISON, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 153062
- Type: SEC-registered investment adviser
- SEC file number: 801-71246
- Location: 379 THORNALL STREET, 6TH FLOOR, EDISON, NJ, 08837
- Phone: 848-248-4405
- Latest filing: 2025-03-28
- Regulatory AUM: $666.1M
- Discretionary AUM: $666.1M
- Clients: 17
- Accounts: 558

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| Stacey Jean Gillespie | CHIEF COMPLIANCE OFFICER | — |
| Jeffrey Lewis Gitterman | CO-FOUNDING PARTNER; MEMBER | — |
| Elias Stuart Rauch | CO-FOUNDING PARTNER; MEMBER | — |
| Jennifer Anne Easley | DIRECTOR, OPERATIONS | — |
| DOLAN JOHN J | CCO | — |
| DAVIS GARY DEE | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | — |
| GITTERMAN JEFFREY LEWIS | CEO AND CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; CO-FOUNDING PARTNER (+6 more) | — |
| KATZ DAVID IRWIN | CHIEF OPERATING OFFICER | — |
| RAUCH ELIAS STUART | CHIEF INVESTMENT OFFICER; CO-FOUNDING PARTNER; MEMBER | — |
| BROUNLEY DAVID ALLEN | CHIEF COMPLIANCE OFFICER | — |
| EASLEY JENNIFER ANNE | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| MOONEY ABIGAIL KATZEN | CHIEF COMPLIANCE OFFICER | — |
| GILLESPIE STACEY JEAN | CHIEF COMPLIANCE OFFICER | — |
| DALKIN JOCELYN M | CHIEF COMPLIANCE OFFICER | — |
| Kim Jihoon | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/153062/brochure
- Similar advisers: https://search.stillhousedata.com/firm/153062/similar
- Related entities: https://search.stillhousedata.com/firm/153062/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/153062

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.