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CERTIFIED WEALTH MANAGEMENT & INVESTMENT LLC
CRD 165924
101 COLLEGE ROAD EAST, SUITE 2, PRINCETON, NJ, 08540, United States
Phone
609-716-4700
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$22.4M
Discretionary AUM
$21.7M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2025-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)ADVISORY CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $5.9M |
| High net worth individuals | 8 | $15.8M |
| Pension/profit sharing plans | 3 | $731K |
All web addresses on file
Official SEC filing: View on IAPD