GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC

CRD 133088File 801-79500

APPROVED

Retail clients

Disclosure events

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$673.8M

Above cohort median (national)

Discretionary AUM

$523.7M

Non-discretionary $150.1M

Clients

2,531

2,456 accounts

Employees

Above cohort median in NJ

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Apr 23, 2014
Principal office: 328 NEWMAN SPRINGS ROAD, RED BANK, NJ, 07701
Phone: 732-280-6886
Website: HTTP://WWW.CLUWEALTHADVISORS.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $673.8M
Discretionary AUM: $523.7M
Non-discretionary AUM: $150.1M
Discretionary accounts: 1,912
Non-discretionary accounts: 544
Total accounts: 2,456
AUM per client: $266K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	26	$11.5M
High net worth individuals	151	$313.2M
Pension and profit sharing plans	13	$7.6M
Individuals (other than high net worth individuals)	2,341	$341.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11
Q11D2
Q11D4
Q11E2
Q11E4

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.