WOMEN'S WEALTH BOUTIQUE
  • WOMEN'S WEALTH BOUTIQUE
  • WOMEN'S WEALTH ADVISOR
  • CARNELIAN WEALTH SOLUTIONS, LLC
  • THE MELISSA MYERS GROUP
  • TANIS FINANCIAL GROUP
  • MONEY MATTERS WEALTH SOLUTIONS
  • CLARITY FINANCIAL SOLUTIONS
  • CITRINE & GOLD
  • THE WEALTH BOUTIQUE
  • CLARITY FINANCIAL ADVISORS
  • ALIGNED WEALTH COLLECTIVE
  • FEMALE FINANCIAL FITNESS
  • LENZ4WOMEN

Adviser Profile

As of Date 09/26/2022
Registration status Registration Changed to WOMEN'S WEALTH ADVISOR
ADV Location NEWTOWN, PA, United States
Contact Info 646 xxxxxxx
Websites
AUM* 32,399,272
of that, discretionary 32,399,272
Number of Employees 5
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 136,131
% High Net Worth 18.60%
SMA’s No
Private Funds 0

Adviser Type

- No longer eligible

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

32M 28M 23M 19M 14M 9M 5M
2022
Discretionary
Non-discretionary

Private Funds

No private funds

Employees