SourcingSourcing

NHWM LLC

B52
CRD 328155·SEC 801-128979·CEDAR KNOLLS, NJ
AUM
$203.3M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$610K
@ 30% margin
Est. Deal Value
$4.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NHWM LLC
CRD
328155
SEC file #
801-128979
EIN
—
DBA names
New Horizons Wealth Management

Economics

AUM
$203.3M
AUM band
$100M-$500M
AUM trajectory
'25'26
$187.1M → $203.3M▲ +9%
Client mix
Individuals Other193
Individuals High Net Worth35

Operations

Employees (total)
9
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
CEDAR KNOLLS NJ
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
02/10/2026
ADV-W filed at
—
Website
enjoymore30s.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
OKALY, JOSEPH, P
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
OKALY, JOSEPH, P
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
ok
Rdap Domain
ENJOYMORE30S.COM
Rdap Domain Creation Date
2020-12-18T20:23:02Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4299
Soi Zip Pct 200k Plus
0.1765
Soi Zip Returns 200k Plus
390
Soi Zip Total AGI
294,981
Fdic Zip Total Deposits
3,697,567,000
Fdic Zip Branch Count
58
Fdic Zip Top Banks
PNC Bank, National Association
TD Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
5
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
First Fidelity Bank, National AssociationHanover Township, NJ
Midlantic National BankHanover Township, NJ
Fdic Zip HHI
4972.16
Fdic Zip Top Bank Share Pct
67.29
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-18T20:23:02Z
Rdap Domain Last Changed
2025-12-19T14:17:17Z
Rdap Nameservers
Ns73.domaincontrol.comNs74.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI4,659
Returns410
Stub 2
AGI12,569
Returns340
Stub 3
AGI17,989
Returns290
Soi Zip Total Business Income
10,261
Soi Zip Total Cap Gains
8,578
Soi Zip Total Dividends
7,976
Soi Zip Total Returns
2,210
Top Owner CRD
5377082
Trust Company Affiliate
No

People (6)

6
OKALY, JOSEPH, P
IAR · Direct Owner · 87.5%
5377082
TARA JEAN RECUPIDO
IAR
4516375
ROBERT RALPH GIARRAFFA
IAR
870958
Pasquale Dennis Recupido
IAR
7194063
Jamie Noelle Cox
IAR
7370397
VICTORIA CLAIRE SULLIVAN
IAR
6081556