# TRAUST SOLLUS WEALTH MANAGEMENT, LLC

TRAUST SOLLUS WEALTH MANAGEMENT, LLC of PRINCETON, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 108918
- Type: SEC-registered investment adviser
- SEC file number: 801-57069
- Location: 103 CARNEGIE CENTER, SUITE 205, PRINCETON, NJ, 08540
- Phone: (609) 779-6700
- Latest filing: 2018-02-09
- Regulatory AUM: $410.5M
- Discretionary AUM: $392.4M
- Non-discretionary AUM: $18.1M
- Clients: 25
- Accounts: 808

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| ZDENEK ALBERT JAMES | CHIEF EXECUTIVE OFFICER (3/2005); "INC." PRESIDENT; "LLC" EXECUTIVE OFFICER (3/2005); OWNER (+4 more) | — |
| MCPHAIL GUY | MEMBER; EXECUTIVE OFFICER; MEMBER; EXECUTIVE OFFICER; CHIEF COMPLIANCE OFFICER; PRESIDENT (+1 more) | — |
| MORNEAULT HENRY D | CHIEF OPERATING OFFICER | — |
| DAVIS GARY DEE | CHIEF COMPLIANCE OFFICER | — |
| PICARIELLO BRIAN MICHAEL | CHIEF COMPLIANCE OFFICER AND VICE PRESIDENT; EXECUTIVE VICE PRESIDENT; PARTNER | — |
| WEYERS RICHARD WILLIAM | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER; EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| ZDENEK ALBERT | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108918/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108918/similar
- Related entities: https://search.stillhousedata.com/firm/108918/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108918

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.