# CERTIFIED WEALTH MANAGEMENT & INVESTMENT LLC

CERTIFIED WEALTH MANAGEMENT & INVESTMENT LLC of PRINCETON, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 165924
- Type: SEC-registered investment adviser
- Location: 101 COLLEGE ROAD EAST, PRINCETON, NJ, 08540
- Phone: 609-716-4700
- Latest filing: 2026-06-26
- Regulatory AUM: $25.3M
- Discretionary AUM: $24.4M
- Non-discretionary AUM: $888K
- Clients: 1
- Accounts: 21

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/165924/brochure
- Similar advisers: https://search.stillhousedata.com/firm/165924/similar
- Related entities: https://search.stillhousedata.com/firm/165924/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/165924

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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.