{"url":"https://nivawealth.com/firms/reedmark-advisors-173760","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/173760","regulatoryAum":564554539,"crd":"173760","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1039014","suffix":null,"lastName":"PASCAZIO","firstName":"ANTHONY","middleName":"JOSEPH"},{"crd":"2543650","suffix":null,"lastName":"PRICE","firstName":"STEVEN","middleName":"CARL"},{"crd":"2305443","suffix":null,"lastName":"SOLLINGER","firstName":"TRAVIS","middleName":"EDWARD"},{"crd":"2858368","suffix":null,"lastName":"ZULLO","firstName":"VINCENT","middleName":"ERNEST"}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-23","regulatoryAum":1100385943,"clients":19,"employees":3,"offices":1},{"filedOn":"2022-03-24","regulatoryAum":1282805374,"clients":17,"employees":3,"offices":1},{"filedOn":"2023-03-16","regulatoryAum":346300000,"clients":19,"employees":3,"offices":1},{"filedOn":"2024-03-28","regulatoryAum":331500000,"clients":19,"employees":3,"offices":1},{"filedOn":"2025-03-26","regulatoryAum":396850583,"clients":29,"employees":12,"offices":1},{"filedOn":"2026-03-18","regulatoryAum":564554539,"clients":77,"employees":12,"offices":1}],"secFileNumber":"801-80791","legalName":"Reedmark Advisors, LLC","displayName":"Reedmark Advisors","slug":"reedmark-advisors-173760","website":null,"classification":{"segment":"institutions","segmentLabel":"Institutional","type":"retirement_plan_adviser","typeLabel":"Retirement plans","feeDisclosure":"payment_only"},"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"92 East Main Street, Suite 203","city":"Somerville","state":"NJ","stateName":"New Jersey","country":"United States","postalCode":"08876"},"tradeNames":[],"registration":{"secApproved":"9 January 2015","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2055103.6153846155,"staff":{"employees":12,"advisory":9,"brokerDealerReps":3,"insuranceAgents":9,"promoters":0},"aum":{"regulatory":564554539,"discretionary":161149960,"discretionaryAccounts":54,"nonDiscretionary":403404579,"nonDiscretionaryAccounts":23,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":5},"clientTypes":[{"label":"Individuals (other than HNW)","clients":11,"regulatoryAum":2004693},{"label":"High-net-worth individuals","clients":28,"regulatoryAum":78144348},{"label":"Pension and profit-sharing plans","clients":36,"regulatoryAum":475327731},{"label":"Charitable organizations","clients":2,"regulatoryAum":9077767}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Hand Benefit and Trust","shortName":"Hand Benefit and Trust","location":"Houston, TX","smaAssets":68134898},{"name":"Assetmark Brokerage, LLC","shortName":"Assetmark Brokerage","location":"Concord, CA","smaAssets":56931800},{"name":"T.rowe Price Retirement Plan Services","shortName":"T.rowe Price Retirement Plan Services","location":"Owings Mills, MD","smaAssets":272383612}],"custodyNote":"Reedmark Advisors does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Vincent Zullo","title":"Chief Compliance Officer","crd":"2858368"}],"ownership":[{"label":"Solenture, LLC","detail":"Managing member in the 75% or more ownership band and a control person, since September 2024."},{"label":"Steven Price","detail":"Indirect owner: a member of Solenture, LLC in the 25% to 50% band and a control person, since September 2024.","parent":"Solenture, LLC"},{"label":"Michael Diianni","detail":"Indirect owner: a member chief operating officer of Solenture, LLC in the 25% to 50% band and a control person, since January 2017.","parent":"Solenture, LLC"},{"label":"Anthony Pascazio","detail":"Indirect owner: member of Solenture, LLC and a control person, since December 2025.","parent":"Solenture, LLC"},{"label":"Vincent Zullo","detail":"Indirect owner: member of Solenture, LLC and a control person, since December 2025.","parent":"Solenture, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"New Jersey","offices":1,"addresses":[{"street":"92 East Main Street, Suite 203","city":"Somerville","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"908-300-5292","stateRegisteredReps":5,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)","Educational seminars/workshops","Other"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":8},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":89},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"18 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/173760/PDF/173760.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Reedmark Advisors have?","answer":"Reedmark Advisors has 77 clients and manages $565 million for them, as of March 2026. They include 36 pension and profit-sharing plans, 28 high-net-worth individuals, and 11 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 18 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Reedmark Advisors offer?","answer":"Reedmark Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Reedmark Advisors use?","answer":"Reedmark Advisors’ separately managed account assets are held at T.rowe Price Retirement Plan Services (Owings Mills, MD), with $272M, Hand Benefit and Trust (Houston, TX), with $68.1M and Assetmark Brokerage, LLC (Concord, CA), with $56.9M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Reedmark Advisors have?","answer":"Reedmark Advisors has 5 investment adviser representatives registered with state securities authorities, out of 12 employees, and 9 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 9 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Reedmark Advisors invest in?","answer":"At the end of its last fiscal year, Reedmark Advisors’ separately managed accounts held 89% registered funds (mutual funds, ETFs, BDCs), 8% exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Reedmark Advisors?","answer":"Reedmark Advisors is owned through a holding company by Steven Price and Michael Diianni. Its direct owner is Solenture, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 18 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Reedmark Advisors get paid?","answer":"Reedmark Advisors is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Reedmark Advisors?","answer":"Reedmark Advisors’ main office is at 92 East Main Street, Suite 203, Somerville, NJ 08876. Its phone number is 908-300-5292.","source":"Form ADV Part 1A, Item 1.F, filed 18 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}