Yoel Kaplowitz
Investment adviser representative at Able Wealth Management LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$579.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Able Wealth Management LLCJul 2018 to now
- Mid Atlantic Resource Group LLCSep 2012 to Aug 2018
- Minnesota Life Insurance CompanySep 2012 to Aug 2018
- Securian Financial Services IncSep 2012 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Able Wealth Management LLC
$579.5MAssets managed
1,030Clients
5Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6114542
- Firm CRD
- 298085