PRINCETON WEALTH MANAGEMENT ALLIANCE, LLC

PRINCETON WEALTH MANAGEMENT ALLIANCE, LLC of PRINCETON, NJ is an SEC-registered investment adviser (CRD 298614). Regulatory assets under management: $76.6M.

Registration

• CRD: 298614
• Type: Registered investment adviser
• Location: 103 CARNEGIE CENTER DRIVE, PRINCETON, NJ, 08540
• Phone: (609) 212-2934
• Latest filing: 2026-03-25
• Regulatory AUM: $76.6M
• Discretionary AUM: $76.6M
• Clients: 2
• Accounts: 418

Business model

Compensation: % of AUM, Other.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 298614 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search