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3I WEALTH MANAGEMENT LLC
CRD 310590
124 FAIRFIELD ROAD, FAIRFIELD, NJ, 07004, United States
Phone
973-600-9481
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$28.4M
Discretionary AUM
$28.3M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 100 | $14.4M |
| High net worth individuals | 9 | $13.6M |
| Corporations/business entities | 1 | $402K |
All web addresses on file
Official SEC filing: View on IAPD