PRINCETON WEALTH MANAGEMENT ALLIANCE, LLC

CRD 298614

Visit website

103 CARNEGIE CENTER DRIVE, SUITE 324, PRINCETON, NJ, 08540, United States

Phone

(609) 212-2934

Fax

(609) 356-0162

Registration

— (—)

Source

State registered

Total AUM

$76.6M

Discretionary AUM

$76.6M

Team

2 total employees; 1 advisory reps; 6 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; SOLICITOR/ENDORSEMENT FEES

Org form

Limited Liability Company

Filing date

2026-03-25

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars

Client types

Type	Clients	AUM
Individuals	114	$19.7M
High net worth individuals	33	$34.4M
Pension/profit sharing plans	18	$15.2M
Corporations/business entities	9	$7.3M

All web addresses on file

http://wwww.princetonwma.com
https://www.linkedin.com/feed/

Official SEC filing: View on IAPD