Ariel Wealth Advisors, LLC is a large advisory firm based in Iselin. It manages $143.38 million of regulatory assets for 447 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Connecticut, Massachusetts, New Hampshire, and 3 other states.
Ariel Wealth Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ariel Wealth Advisors, LLC is $143.38 million. The firm's AUM has grown by 458% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Ariel Wealth Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Ariel Wealth Advisors is high net worth individuals with 40 clients and $135.39 million of assets under management. Among the 14 most similar advisory firms, Ariel Wealth Advisors has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $143.38 million for 74 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Ariel Wealth Advisors doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Ariel Wealth Advisors, LLC performs its advisory services is located at 120 Wood Ave. South, Iselin, NJ 08830, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 908-970-9800 or by fax 908-934-9249. The normal business hours are appointment only on Other. You can find more information about the New York firm at arielwa.com.