RIA Intel›Advisers›New Jersey›3I WEALTH MANAGEMENT LLC

3I WEALTH MANAGEMENT LLC

Advisory

FAIRFIELD, NJ

Data as of Aug 27, 2026 · Source: SEC Form ADV

Average account
$281K
across 101 accounts
AUM per adviser
$28M
1 adviser

Source: SEC Form ADV. Figures as filed Aug 27, 2026.

Total AUM
$28M
Discretionary %
99.6%
Clients
110
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$28M
Discretionary AUM$28M
Non-Discretionary AUM$107K
Discretionary %99.6%
Total Clients110
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNJ
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NJ

Closest by assets under management. All figures from Form ADV.

CITIZEN.VC MANAGEMENT GROUP, LLC
WEST ORANGE, NJ
$28M
-59.3% 1Y
FINANCIAL CONSULTANT GROUP, LLC
CHATHAM, NJ
$28M
-24.8% 1Y
SOUND WEALTH LLC
MARLTON, NJ
$29M
GRAND SLAM ASSET MANAGEMENT, LLC
FORT LEE, NJ
$28M
0.0% 1Y
FARALDI & PORRO INC
OLD TAPPAN, NJ
$29M
-37.7% 1Y
OMNIVEST GROUP LLC
PRINCETON, NJ
$29M
+0.4% 1Y

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