Able Wealth Management LLC
● SEC registered since 2023CRD 298085SEC# 801-128199Toms River, NJ
Ranks #3,690 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$579.5M
Fund GAV
—
Private funds
1
Employees
7
Accounts
2,109
Location
Toms River, NJ
Able Wealth Management LLC assets under management
Able Wealth Management LLC is an investment advisory firm registered with the SEC based in Toms River, NJ. The firm has been registered since 2023. It reports $579.5 million in regulatory assets under management and employs 7 people. Able Wealth Management LLC manages 1 private fund, including AQR Opportunity Fund, a Designated Series of Glide Direct Series, LLC. By regulatory assets, it ranks 3,690 of 6,004 private fund managers.
Able Wealth Management LLC private funds
1 funds · — GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| AQR Opportunity Fund, a Designated Series of Glide Direct Series, LLC | Hedge | — | $100K |
Able Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Seth Philip Hodes Control | Managing Member & Chief Compliance Officer | 50-75% | 2018 |
| Yoel Kaplowitz Control | Member | 50-75% | 2018 |
Frequently asked questions
How much does Able Wealth Management LLC manage?
Able Wealth Management LLC reports $579.5 million in regulatory assets under management on its Form ADV.
How many private funds does Able Wealth Management LLC manage?
Able Wealth Management LLC manages 1 private funds with combined gross assets of undisclosed value.
How many employees does Able Wealth Management LLC have?
Able Wealth Management LLC reports 7 employees.
Where is Able Wealth Management LLC located?
Able Wealth Management LLC is based in Toms River, NJ and has been SEC-registered since 2023.
Does Able Wealth Management LLC disclose fund performance?
Able Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 185 Route 70, Unit 105, Toms River, NJ 08755 |
| Phone | 212-634-7842 |
| Fax | N/A |
| Office hours | Not Applicable - Office Visits By Appointment Only |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$579.5M▲ 137%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
AUM vs fund managersTop 61%
Larger than 39% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$579.5Mregulatory AUM
Discretionary $579.5M