WOMEN'S WEALTH BOUTIQUE
WOMEN'S WEALTH ADVISOR Legal Name
Adviser information for WOMEN'S WEALTH BOUTIQUE last updated from Form ADV on March 12th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New Jersey, United States |
Employees
| Total Number of Employees | 12 |
|---|---|
| Investment Advisory/Research | 7 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 7 |
| Licensed Agents of an Insurance Company | 10 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 810 | $100.2M |
| Non-Discretionary | 0 | $0 |
| Total | 810 | $100.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 330 | $52.9M |
| HNW Individuals | 65 | $46.9M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 1 | $104,253 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 1 | $293,421 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 70.7M |
| Portfolio Manager | 0 |
| Both for Same | 29.2M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| WOMEN'S WEALTH BOUTIQUE WRAP FEE PROGRAM | WOMEN'S WEALTH BOUTIQUE |
Identifiers
| SEC RIA File Number | 801-129886 |
|---|---|
| SEC ERA File Number | 801-129886 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 317291 |
| Legal Entity Identifier | None |
Principal Office
245 MAIN STREETSUITE 205
CHESTER
NJ
United States
Monday - Friday, 9AM - 5PM
Tel: 732-752-9191, Fax: None
Chief Compliance Officer
JESSICA WEAVER
OWNER
245 MAIN STREET
SUITE 205
CHESTER
NJ
United States
Tel:
908-955-0077
J******@****************M
(Full email address available in API data)
Regulatory Contact
KRISTEN GUERRERO
CONSULTANT
334 S. STONECREST RD
OLATHE
KS
United States
Tel:
8166651489
K******@*******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WEAVER, JESSICA, CLAIRE | Individual | – | CCO/OWNER | 01/2021 | > 75% |