CERTIFIED WEALTH MANAGEMENT & INVESTMENT LLC

CERTIFIED WEALTH MANAGEMENT & INVESTMENT LLC of PRINCETON, NJ is an SEC-registered investment adviser (CRD 165924). Regulatory assets under management: $25.3M.

Registration

• CRD: 165924
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 165924 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search