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REEDMARK ADVISORS, LLC
CRD 173760File 801-80791
APPROVED
Retail clients
Filing as of Mar 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$564.6M
Above cohort median (national)
Discretionary AUM
$161.1M
Non-discretionary $403.4M
Clients
77
77 accounts
Employees
12
Above cohort median in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jan 9, 2015
- Principal office
- 92 EAST MAIN STREET, SUITE 203, SOMERVILLE, NJ, 08876
- Phone
- 908-300-5292
- Website
- HTTPS://WWW.REEDMARK.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $564.6M
- Discretionary AUM
- $161.1M
- Non-discretionary AUM
- $403.4M
- Discretionary accounts
- 54
- Non-discretionary accounts
- 23
- Total accounts
- 77
- AUM per client
- $7.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 2 | $9.1M |
| High net worth individuals | 28 | $78.1M |
| Pension and profit sharing plans | 36 | $475.3M |
| Individuals (other than high net worth individuals) | 11 | $2.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
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.