Able Wealth Management LLC is an SEC-registered investment adviser based in Toms River, NJ that reports managing 1 hedge fund on Form ADV. It reports $579.5 million in regulatory assets under management. Its disclosed U.S. stock holdings returned an estimated +8.2% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +26.5% from Q3 2024 to Q2 2026, compared with +37.2% for the S&P 500, based on 13F filings.
- Regulatory assets under management
- $579.5 millionForm ADV Item 5.F
- Gross assets of private funds
- $0All private fund types, Form ADV
- Hedge funds managed
- 11 private funds in total
- Employees
- 7Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 298085
- Latest Form ADV
- 06/16/2026Disciplinary disclosures: none reported
Estimated 13F portfolio performance
| Quarter | Est. 13F return | S&P 500 |
|---|---|---|
| Q2 2026 | +10.5% | +14.8% |
| Q1 2026 | -2.0% | -4.6% |
| Q4 2025 | +0.9% | +2.4% |
| Q3 2025 | +5.2% | +7.8% |
| Q2 2025 | +7.1% | +10.4% |
| Q1 2025 | -1.9% | -4.5% |
| Q4 2024 | +0.6% | +2.1% |
| Q3 2024 | +4.2% | +5.4% |
Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures
Largest disclosed holdings
- Ishares Core S&P 500 ETF$45.5 million
- Ishares Short Treasury Bond$43.3 million
- Blackrock US Equity Factor Rot$22.0 million
- SPDR Portfolio S&P 500 Growth$18.2 million
- Ishares International Country Rotation Active ETF$17.0 million
- Putnam ETF Trust$17.0 million
- Invesco S&P 500 Momentum ETF$11.2 million
- Ishares MSCI Acwi ETF$10.4 million
- Blackrock ETF Trust$9.5 million
- Jpmorgan US Quality Factor ETF$9.3 million
As of 2026-06-30, from 13F filing by Able Wealth Management LLC.
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures