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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Women's Wealth Advisor
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|---|---|
| CRD # | 317291 |
| SEC # | 801-129886 |
| CIK # | |
| AUM | $94.1 M (2025-07-18) |
| Employees | 12 (58% Investors, 0% Brokers) |
| Phone | 908-955-0077 |
| Address | 245 Main Street Chester, NJ 07930 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 247 | 49.1 |
| (b) Individuals (high net worth individuals) | 40 | 45.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 670 | 94.1 |
| By Discretionary | ||
| Discretionary | 670 | 94.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 670 | 94.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 94.1 | |
| Total | 670 | 94.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lightedway Advisory Services Inc
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|
NY | 0.1 |
|
Oakmont Wealth Advisory LLC
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|
MD | 0.1 |
|
Partners Capital Services Inc
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|
NY | 0.1 |
|
Capital Management Associates Inc
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|
MN | 0.1 |
|
Browning Capital Management LLC
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|
0.1 | |
|
Ormonde USA LLC
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|
0.1 | |
|
Compass Retirement Group LLC
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|
MO | 0.1 |
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Social Investment Managers and Advisors LLC
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|
NY | 0.1 |
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PMV Capital Advisers LLC
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|
TX | 0.1 |
|
Bentham Wealth Advisors Inc
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|
NY | 0.1 |