ABC Wealth Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$27,046,000
Total clients
125
4% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
125
Average account size
$216,368
About
ABC Wealth Inc is an independent investment adviser that primarily serves individual clients and provides discretionary asset management and comprehensive financial planning. The firm sponsors a wrap fee program and also offers management of variable annuity and variable life contracts as well as guidance on non‑traded REITs.
The firm tailors investment strategies to each client’s stated goals, time horizon, and risk tolerance, and commonly implements portfolios through sub‑advisors and third‑party money managers under discretionary authority. Financial planning is provided at no additional cost to advisory clients, and the firm conducts at least annual reviews of variable contracts and meets with clients holding non‑traded REITs to discuss distributions and reinvestment versus income use.
ABC Wealth is atypical among solo independent advisers in sponsoring a wrap fee program, maintaining an affiliated insurance practice (the managing member is a licensed insurance agent who spends about 10% of their time on those activities and may receive commissions), and offering public educational seminars and workshops at no charge. As a single‑advisor firm with roughly $27 million in assets under management and about 125 clients, it places the majority of assets with third‑party managers and discloses referral and sub‑advisor relationships used to implement client portfolios.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Private / alternative investments
Retirement income strategy
Options & derivatives strategies
Fee options
$0+: up to 1.25% for ABC Wealth's advisory fee when sub-advisor is used (negotiable) $0+: total combined fee (ABC Wealth + sub-advisor) will not exceed 3% (negotiable)
Insurance commissions received by Managing Member Douglas Robb, Jr. for insurance products sold separately from advisory services
Main office location
ABC Wealth Inc
Long Valley NJ, United States
Number of offices
2
Most active in
ABC Wealth Inc has reported serving >5 clients in these states in the last 12 months.
New Jersey · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")