The Wealth Boutique is an SEC registered investment adviser organized as a corporation with a primary office location in Chester, NJ. Its latest Form ADV filing, dated April 24, 2026, reports $121M in regulatory assets under management, 12 employees, 6 offices, and 802 accounts.
Assets Under Management
$121M
Employees
12
Offices
6 offices
Total Clients
317
Primary office
CHESTER, NJ
32 COLLIS LANE, SUITE A, CHESTER, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 91.5% of total clients.
Top client categories% of clientsClients
1
Individuals
91.5%
290
2
HNWI
8.5%
27
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$121Mas of April 24, 2026
Discretionary100.0%
$121M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$121M
Total Accounts802
10Y AUM Change+$121M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee26:1
10Y Employee Change+11 (+1100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.