Ann
Schnorrenberg
Withum Wealth Management
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About this Advisor
Ann Schnorrenberg is a certified financial planner based in Bethesda, Maryland with a total of 3 years of industry experience. Schnorrenberg is currently employed by Withum Wealth Management. Throughout their career, they have worked at Monument Wealth Management, Savant Capital Management and Withum Wealth Management. Schnorrenberg holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Maryland and Texas. Withum Wealth Management is a financial advisory firm that has its headquarters in Red Bank, NJ. The company has offices in seven locations and a total of 13 financial advisors. It handles $1 billion in total assets across its 1,367 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises seven charities and foundations. Of its 1,367 customer accounts, 89% are held by high-net-worth individuals who have more than $1 million in investable assets. The business has a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management vary depending on which service is offered. Fee types billed by Withum Wealth Management can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Withum Wealth Management Brokerage Details
$1,331,507,854
13
1,367
$974,036
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Ann Schnorrenberg Work History
Ann has been registered as a financial advisor for 3 years.*
Withum Wealth Management
Savant Capital Management
Monument Wealth Management
Monument Wealth Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ann Schnorrenberg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Withum Wealth Management
Natick, MA
Bethesda, MD
Red Bank, NJ
Red Bank, NJ
Red Bank, NJ
Red Bank, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
