MANAGED WEALTH ADVISORS

MANAGED WEALTH ADVISORS is an SEC-registered investment adviser (CRD 152710). Regulatory assets under management: $37.3M.

Registration

• CRD: 152710
• Type: Registered investment adviser
• Phone: 908-369-0380
• Latest filing: 2026-01-23
• Regulatory AUM: $37.3M
• Discretionary AUM: $37.3M
• Clients: 2
• Accounts: 69

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 152710 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search