Able Wealth Management Llc
- Regulatory AUM
- $580M
- Discretionary
- $580M
- Clients
- 1,030
- Avg AUM / client
- $563K
- Accounts
- 2,109
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Jun 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 742 | $104M | 17.9% |
| High net worth individuals | 195 | $382M | 65.9% |
| Pension and profit sharing plans | 54 | $14.3M | 2.47% |
| Corporations and other businesses | 39 | $79.7M | 13.8% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Mfa 401(k) Plan Mfa Benefits Llc | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Seth Philip Hodes | Managing Member & Chief Compliance Officer | Jul 2018 (8y) | 50% – 75% | |
| Yoel Kaplowitz | Member | CFP | Jul 2018 (8y) | 50% – 75% |
| Elchanan Nmn Abramowitz | Registered representative | Apr 2022 (4y) | ||
| Simcha Bunim Goldberg | Registered representative | Jan 2023 (4y) | ||
| Sara Hutman | Registered representative | Oct 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Mfa 401(k) Plan | Mfa Benefits Llc | 13,826 | $101M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/16/2026 | 1.16 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $279M (48% of AUM) Jun 2026
- Fidelity Brokerage Services $184M (32% of AUM) Jun 2026
- National Financial Services (Fidelity) $129M (53% of AUM) Jan 2025
- Truist Financial Corp $22.7M (4% of AUM) Jun 2026
- Altruist Financial $22.7M (4% of AUM) Jun 2026
- Mtg, Llc $3.4M (1% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 16, 2026.
View current Form ADV (SEC/IAPD) ↗