The Wealth Boutique
The Wealth Boutique is an SEC-registered mass-market adviser in Chester, NJ with $120.8M assets under management (AUM, regulatory AUM), +28% over one year. See who owns The Wealth Boutique: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 317291, SEC 801-129886, data through 2026-04-24.
- AUM (assets under management / regulatory AUM)
- $120.8M (2026-04-24)
- Firm type
- Mass-Market Adviser
- Location
- Chester, NJ
- Employees
- 12
- Clients
- 317
- CRD
- 317291
- Ownership
- WEAVER, JESSICA, CLAIRE
How much AUM does The Wealth Boutique have?
The Wealth Boutique reported $120.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-24).
Who owns The Wealth Boutique?
Disclosed owners and executives of The Wealth Boutique include WEAVER, JESSICA, CLAIRE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.