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| Keyboard |
| Women's Wealth Advisor
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|---|---|
| CRD # | 317291 |
| SEC # | 801-129886 |
| CIK # | |
| AUM | 120.8 M (2026-04-24) |
| Employees | 12 (92% Investors, 0% Brokers) |
| Phone | 908-955-0077 |
| Address | 32 Collis Lane Chester, NJ 07930 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 290 | 72.4 |
| (b) Individuals (high net worth individuals) | 27 | 48.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 802 | 120.8 |
| By Discretionary | ||
| Discretionary | 802 | 120.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 802 | 120.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 120.8 | |
| Total | 802 | 120.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 29 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Symmetry Wealth Management LLC
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|
IL | 120.9 M |
|
Doucet Asset Management LLC
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|
LA | 120.8 M |
|
Epic Wealth Management LLC
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|
OK | 120.8 M |
|
Emerald Asset Management Inc
✚
|
NC | 120.8 M |
|
Williams and Schiller Wealth Management LLC
✚
|
ID | 120.7 M |
|
Future Bright LLC
✚
|
120.6 M | |
|
Kevin E Vandenberg LLC
✚
|
120.6 M | |
|
Leder Fiduciary Capital LLC
✚
|
TX | 120.6 M |
|
10ELMS LLP
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|
OK | 120.6 M |
|
Ironhorse Capital LLC
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|
TN | 120.5 M |