THE WEALTH BOUTIQUE
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
FINTRXOverview
The Wealth Boutique is an independent registered investment adviser that began its SEC registration in 2024 and is owned by an individual. The firm serves individual and family clients and positions itself as a capital allocator that also functions as an insurance broker. Its advisory services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of outside advisers. Fee arrangements combine a percentage of assets under management with fixed-fee offerings. The firm is not identified as an active ESG investor. It also lists industry affiliation with an insurance company, reflecting the integration of insurance brokerage into its service mix.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds64%
- Exchange Traded Equities26%
- Cash & Cash Equivalents4%
- Other4%
- Non-Exchange Traded Equities1%
Contacts
3 of 7VERONICA RODGERS
Financial Educator and AdvisorCRD 5356281
Denise Sandkamp
Investment Advisor RepresentativeCRD 8143293
DONNA CATES
Investment Advisor RepresentativeCRD 4162173
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHESTER, NJ
MORRIS
Location
CHESTER, NJ
Headquartered in CHESTER, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- MORRIS
- Address
- 32 Collis Ln
- Time zone
- ET (UTC-5)
- Office locations
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