SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC of RED BANK, NJ is an SEC-registered investment adviser (CRD 288663). Regulatory assets under management: $339.0M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| John Lewis Smallwood | CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| SMALLWOOD JOHN LEWIS | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; TRUSTEE | — |