Investment adviser · CRD 108918
TRAUST SOLLUS WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
PRINCETON, NJ, United States · Form ADV filed Feb 9, 2018
- Regulatory AUM
- $410M Form ADV · Item 5.F
- Client accounts
- 808 Accounts, not individual clients
- Employees
- 25 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 |
|---|---|---|---|
| High-net-worth individuals | 108 | $399,924,975 | 97.4% |
| Individuals | 44 | $10,574,087 | 2.6% |
Filing source
Form ADV 1174015 · Feb 9, 2018 · 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: Feb 9, 2018. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Performance-based
Principal office
103 CARNEGIE CENTER, SUITE 205PRINCETON, NJ, 08540, United States
CRD 108918
Filing source
Form ADV 1174015 · Feb 9, 2018 · 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.