PRINCETON WEALTH MANAGEMENT ALLIANCE, LLC

Overview

Princeton Wealth Management Alliance, LLC is an independent registered investment adviser that positions itself as a capital allocator for individual, family and institutional clients. The firm blends fee-based portfolio management with insurance brokerage services and financial planning. Its advisory scope includes portfolio management for individuals and small businesses, institutional portfolio work, pension consulting and selection of sub‑advisers, plus client education through seminars and workshops. The firm does not identify as an active ESG investor and operates as a single‑state adviser. Investment activity shows a clear tilt toward equities. Exchange‑traded securities form the backbone of client portfolios, and the firm employs both third‑party alternative managers and traditional investment vehicles to construct diversified exposures. Fee arrangements are primarily AUM‑based with other fee structures available for select services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices