RIA Intel›Advisers›New Jersey›CERTIFIED WEALTH MANAGEMENT & INVESTMENT LLC

CERTIFIED WEALTH MANAGEMENT & INVESTMENT LLC

Advisory

PRINCETON, NJ

Data as of Jun 26, 2026 · Source: SEC Form ADV

Average account
$1M
across 21 accounts
AUM per adviser
$25M
1 advisers

Source: SEC Form ADV. Figures as filed Jun 26, 2026.

Total AUM
$25M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$25M
Discretionary AUM$24M
Non-Discretionary AUM$888K
Discretionary %96.5%
Total Clients21
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNJ, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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