RIA Intel›Advisers›New Jersey›PRINCETON WEALTH MANAGEMENT ALLIANCE, LLC

PRINCETON WEALTH MANAGEMENT ALLIANCE, LLC

Advisory

PRINCETON, NJ

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in NJ

#624

of 775 advisers by AUM

Average account

$183K

across 418 accounts

AUM per adviser

$77M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$77M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$77M

Discretionary AUM$77M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients174

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

174 clients

33 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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