SourcingSourcing

ABLE WEALTH MANAGEMENT LLC

C28
CRD 298085·SEC 801-128199·TOMS RIVER, NJ
AUM
$579.5M
$500M-$1B
Est. Revenue
$5.8M
@ 1% on AUM
Est. EBITDA
$1.7M
@ 30% margin
Est. Deal Value
$13.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ABLE WEALTH MANAGEMENT LLC
CRD
298085
SEC file #
801-128199
EIN
831095109
DBA names
—

Economics

AUM
$579.5M
AUM band
$500M-$1B
AUM trajectory
'25'26
$322.1M → $579.5M▲ +80%
Client mix
Individuals Other742
Individuals High Net Worth195
Pension Profit Sharing Plans54
Corporations39

Operations

Employees (total)
8
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'25'26
6 advisors → 6 advisors▬ 0%
Primary office
TOMS RIVER NJ
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/10/2026
ADV-W filed at
—
Website
facebook.com/ablewealth(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HODES, SETH, PHILIP
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
HODES, SETH, PHILIP
KAPLOWITZ, YOEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
3
Form 5500 Total Compensation
135,102
Form 5500 Compensation Trajectory 3y
2025135,102
Form 5500 Plan Count Trajectory 3y
20253
Schedule C Total Compensation
135,102
Schedule C Service Provider Rows
3

SEC EDGAR

Edgar Cik
0002011908
Edgar Registered
Yes
Edgar Filing Count
11
Edgar First Filing Date
2024-02-20
Edgar Last Filing Date
2026-04-24
Edgar 13f Count
10
Edgar 13f Latest AUM Estimate
Filing Date2026-04-24
Accession0002085853-26-000500

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2739
Soi Zip Pct 200k Plus
0.078
Soi Zip Returns 200k Plus
1,020
Soi Zip Total AGI
1,167,813
Fdic Zip Total Deposits
26,692,589,000
Fdic Zip Branch Count
284
Fdic Zip Top Banks
Hudson City Savings Bank
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Charles Schwab6
Fidelity4
Altruist4
E*trade4
Edgar Addresses
Mailing
185 ROUTE 70SUITE 105TOMS RIVER, NJ 08755
Business
185 ROUTE 70SUITE 105TOMS RIVER, NJ 08755
Edgar EIN
831095109
Edgar Recent Filings
13F-HR2026-04-24 · 0002085853-26-000500
13F-HR2026-01-27 · 0002085853-26-000105
Fdic Zip Branches Raw
Midlantic National BankToms River, NJ
Summit BankToms River, NJ
Fdic Zip HHI
827.65
Fdic Zip Top Bank Share Pct
17.55
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI39,331
Returns3,270
Stub 2
AGI105,239
Returns2,840
Stub 3
AGI124,648
Returns2,020
Soi Zip Total Business Income
51,056
Soi Zip Total Cap Gains
48,217
Soi Zip Total Dividends
20,356
Soi Zip Total Returns
13,070
Top Owner CRD
6101880
Trust Company Affiliate
No

People (6)

6
HODES, SETH, PHILIP
IAR · Direct Owner · 62.5%
6101880
KAPLOWITZ, YOEL
IAR · Direct Owner · 62.5%
6114542
ELCHANAN NMN ABRAMOWITZ
IAR
4443847
Sara Hutman
IAR
7999451
Bryan Sitzer
IAR
6900881
SIMCHA BUNIM GOLDBERG
IAR
6938414