Investment adviser · CRD 317291
THE WEALTH BOUTIQUE
Investment adviser filing (IA)
WOMEN'S WEALTH ADVISOR
CHESTER, NJ, United States · Form ADV filed Apr 24, 2026
- Regulatory AUM
- $121M Form ADV · Item 5.F
- Client accounts
- 802 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 11 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 290 | $72,374,876 | 59.9% |
| High-net-worth individuals | 27 | $48,431,602 | 40.1% |
Filing source
Form ADV 2096378 · Apr 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
32 COLLIS LANE, SUITE ACHESTER, NJ, 07930, United States
CRD 317291
Filing source
Form ADV 2096378 · Apr 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.