Hedge Fund Database

GITTERMAN WEALTH MANAGEMENT, LLC

Adviser information for GITTERMAN WEALTH MANAGEMENT, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location New Jersey, United States

Employees

Total Number of Employees 16
Investment Advisory/Research 9
Registered Broker-Dealer Representatives 7
Registered State Investment Advisers 7
Licensed Agents of an Insurance Company 7
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 549 $624.7M
Non-Discretionary 0 $0
Total 549 $624.7M

Clients

Type Number RAUM
Individuals 349 $144.1M
HNW Individuals 200 $480.5M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 1
No. of Financial Planning Clients 500

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)Educational seminars/workshops
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-71246
SEC ERA File Number 801-71246
SEC CIK Numbers 1861558
SEC CRD Numbers 153062
Legal Entity Identifier None

Principal Office

379 THORNALL STREET
6TH FLOOR
EDISON
NJ
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: 848-248-4405, Fax: 888-476-1314

Websites

gittermanasset.com/ www.linkedin.com/company/gittermanmanagement/ gittermanmanagement.com/ www.gittermanwealth.com

Chief Compliance Officer

ERIK DOLAN
379 THORNALL STREET
6TH FLOOR
EDISON
NJ
United States
Tel: 3015207549
(Full email address available in API data)

Regulatory Contact

JENNIFER EASLEY
DIRECTOR OF OPERATIONS
379 THORNALL STREET
6TH FLOOR
EDISON
NJ
United States
Tel: 848-248-4869
Fax: 888-476-1314
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
GITTERMAN, JEFFREY, LEWIS Individual – CO-FOUNDING PARTNER 03/2010 < 5%
RAUCH, ELIAS, STUART Individual – CO-FOUNDING PARTNER 03/2010 < 5%
GITTERMANRAUCH HOLDINGS LLC Domestic Entity GITTERMAN FINANCIAL HOLDINGS, LLC MEMBER 10/2019 > 75%
GITTERMAN FINANCIAL HOLDINGS, LLC Domestic Entity – MEMBER 10/2019 > 75%
GITTERMAN, JEFFREY, LEWIS Individual GITTERMANRAUCH HOLDINGS LLC MEMBER 09/2019 50-75%
RAUCH, ELIAS, STUART Individual GITTERMANRAUCH HOLDINGS LLC MEMBER 09/2019 25-50%
DOLAN, ERIK, J Individual – CCO 05/2023 < 5%

No. Employees, Historic

30150201920202021202220232024202526 on 10/22/201926 on 12/26/201927 on 3/30/202027 on 6/9/202027 on 9/23/202027 on 11/17/202027 on 11/23/202027 on 12/8/202026 on 2/25/202126 on 3/1/202121 on 3/29/202121 on 10/1/202118 on 3/29/202218 on 7/1/202218 on 1/3/202319 on 3/31/202319 on 5/15/202319 on 12/13/202316 on 3/28/2024

RAUM, Historic

700M350M02019202020212022202320242025456792504 on 10/22/2019456792504 on 12/26/2019509429637 on 3/30/2020509429637 on 6/9/2020509429637 on 9/23/2020509429637 on 11/17/2020509429637 on 11/23/2020509429637 on 12/8/2020509429637 on 2/25/2021509429637 on 3/1/2021545928653 on 3/29/2021545928653 on 10/1/2021593304912 on 3/29/2022593304912 on 7/1/2022593304912 on 1/3/2023555681551 on 3/31/2023555681551 on 5/15/2023555681551 on 12/13/2023624665782 on 3/28/2024

No. Clients, Historic

2,0001,00002019202020212022202320242025714 on 10/22/2019714 on 12/26/20191048 on 3/30/20201048 on 6/9/20201048 on 9/23/20201048 on 11/17/20201048 on 11/23/20201048 on 12/8/20201048 on 2/25/20211048 on 3/1/2021527 on 3/29/2021527 on 10/1/2021576 on 3/29/2022576 on 7/1/2022576 on 1/3/2023567 on 3/31/2023567 on 5/15/2023567 on 12/13/2023549 on 3/28/2024

Holdings

From latest 13F, filed August 12th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
AAON INC COM PAR $0.004 785K 9K –
ABBVIE INC COM 467K 3K –
ACCENTURE PLC IRELAND SHS CLASS A 226K 744 –
ADOBE INC COM 213K 384 –
ALPHABET INC CAP STK CL C 824K 4K –
ALPHABET INC CAP STK CL A 2M 8K –
AMAZON COM INC COM 514K 3K –
AMERICAN EXPRESS CO COM 390K 2K –
AMERICAN WTR WKS CO INC NEW COM 450K 3K –
APPLE INC COM 7M 35K –
AT&T INC COM 513K 27K –
AUTOMATIC DATA PROCESSING IN COM 244K 1K –
AXON ENTERPRISE INC COM 204K 694 –
BERKLEY W R CORP COM 297K 4K –
BERKSHIRE HATHAWAY INC DEL CL A 612K 1 –
BERKSHIRE HATHAWAY INC DEL CL B NEW 642K 2K –
BOEING CO COM 272K 1K –
BRISTOL-MYERS SQUIBB CO COM 385K 9K –
CAPITAL ONE FINL CORP COM 300K 2K –
CENCORA INC COM 305K 1K –
CHECK POINT SOFTWARE TECH LT ORD 243K 1K –
CHIPOTLE MEXICAN GRILL INC COM 388K 6K –
CIA ENERGETICA DE MINAS GERA SP ADR N-V PFD 241K 137K –
CINTAS CORP COM 214K 305 –
COGNIZANT TECHNOLOGY SOLUTIO CL A 269K 4K –
CORE & MAIN INC CL A 376K 8K –
COSTCO WHSL CORP NEW COM 512K 602 –
CSX CORP COM 340K 10K –
DEERE & CO COM 306K 818 –
DISNEY WALT CO COM 313K 3K –
DR REDDYS LABS LTD ADR 222K 3K –
ELI LILLY & CO COM 300K 332 –
EMERSON ELEC CO COM 323K 3K –
EQUINIX INC COM 203K 266 –
ESSENTIAL UTILS INC COM 331K 9K –
FIRST TR EXCHANGE TRADED FD NASDQ CLN EDGE 20M 173K –
GREAT LAKES DREDGE & DOCK CO COM 201K 23K –
HILTON WORLDWIDE HLDGS INC COM 267K 1K –
HOME DEPOT INC COM 265K 769 –
HONEYWELL INTL INC COM 656K 3K –
HSBC HLDGS PLC SPON ADR NEW 204K 5K –
INTERCONTINENTAL HOTELS GROU SPONSORED ADS 307K 3K –
INTERNATIONAL BUSINESS MACHS COM 1M 8K –
INVESCO QQQ TR UNIT SER 1 435K 907 –
ISHARES TR ESG AWR MSCI USA 426K 4K –
ISHARES TR CORE S&P500 ETF 4M 7K –
ISHARES TR CORE MSCI EAFE 227K 3K –
ISHARES TR RUS 1000 GRW ETF 631K 2K –
JACOBS SOLUTIONS INC COM 315K 2K –
JOHNSON & JOHNSON COM 2M 15K –
JPMORGAN CHASE & CO. COM 313K 2K –
KKR & CO INC COM 374K 4K –
LABCORP HOLDINGS INC COM SHS 272K 1K –
LATHAM GROUP INC COM 99K 33K –
LENNOX INTL INC COM 294K 549 –
LOCKHEED MARTIN CORP COM 206K 442 –
M & T BK CORP COM 207K 1K –
MASTERCARD INCORPORATED CL A 423K 957 –
MCDONALDS CORP COM 510K 2K –
MERCK & CO INC COM 251K 2K –
MICROSOFT CORP COM 5M 12K –
MORGAN STANLEY COM NEW 230K 2K –
NASDAQ INC COM 501K 8K –
NATIONAL GRID PLC SPONSORED ADR NE 219K 4K –
NETAPP INC COM 227K 2K –
NEXTERA ENERGY INC COM 1M 21K –
NORTHROP GRUMMAN CORP COM 814K 2K –
NOVARTIS AG SPONSORED ADR 322K 3K –
NOVO-NORDISK A S ADR 3M 19K –
NUSHARES ETF TR NUVEEN ESG US 661K 30K –
NVIDIA CORPORATION COM 205K 2K –
PAYCHEX INC COM 468K 4K –
PENTAIR PLC SHS 322K 4K –
PERIMETER SOLUTIONS SA COMMON STOCK 138K 18K –
PRIMO WATER CORPORATION COM 322K 15K –
PROCTER AND GAMBLE CO COM 470K 3K –
PTC INC COM 270K 1K –
RBB FD INC US TREAS 3 MNTH 1M 25K –
REGENERON PHARMACEUTICALS COM 385K 366 –
RENTOKIL INITIAL PLC SPONSORED ADR 237K 8K –
ROPER TECHNOLOGIES INC COM 210K 373 –
RPM INTL INC COM 284K 3K –
S&P GLOBAL INC COM 201K 451 –
SAP SE SPON ADR 234K 1K –
SBA COMMUNICATIONS CORP NEW CL A 242K 1K –
SELECT WATER SOLUTIONS INC CL A COM 243K 23K –
SERVICENOW INC COM 227K 289 –
SMITH A O CORP COM 332K 4K –
SPDR SER TR BLOOMBERG 1-3 MO 25M 275K –
STANTEC INC COM 368K 4K –
STARBUCKS CORP COM 466K 6K –
SYSCO CORP COM 242K 3K –
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 282K 2K –
TELEFONICA S A SPONSORED ADR 157K 37K –
TETRA TECH INC NEW COM 355K 2K –
TEXAS INSTRS INC COM 207K 1K –
THE CIGNA GROUP COM 318K 959 –
TJX COS INC NEW COM 378K 3K –
TRAVELERS COMPANIES INC COM 262K 1K –
TYSON FOODS INC CL A 328K 6K –
UNITEDHEALTH GROUP INC COM 1M 3K –
VALMONT INDS INC COM 219K 799 –
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 101M 2M –
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 52M 895K –
VERALTO CORP COM SHS 309K 3K –
VISA INC COM CL A 252K 958 –
WINTRUST FINL CORP COM 219K 2K –
WIPRO LTD SPON ADR 1 SH 145K 24K –
XYLEM INC COM 663K 5K –