The Wealth Boutique

RIASEC Registered

Total AUM

$121M

Discretionary

$121M

100% of AUM

Avg account

$151K

Accounts

802

Employees

Advisory reps

Firm details

Headquarters: Chester, New Jersey
CRD number: 317291
Registered since: April 11, 2024
Website: www.womenswealthboutique.com
Custodians: ASSETMARK TRUST CO., LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals59.91%
HNWI40.09%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

The Wealth Boutique is an independent RIA structured as a corporation and owned by an individual. The firm is SEC-registered (registration year 2024) and positions itself as a private-client advisor and capital allocator focused on individuals and families. Its service mix includes financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, and the selection of sub-advisers. The firm also operates as an insurance broker. Clients are charged either a percentage-of-AUM fee or fixed fees. The Wealth Boutique does not identify as an active ESG investor.