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Building 2TRAUST SOLLUS WEALTH MANAGEMENT, LLC

Map pinPRINCETON, NJ
Phone(609) 779-6700
NotebookSEC #801-57069
Total AUM
$410.5M
Employees
25
Clients
152

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
103 CARNEGIE CENTER
SUITE 205
PRINCETON
NJ 08540
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
(609) 779-6700
Other Offices
1

ReceiptFinancials

Total AUM
$410.5M
Accounts
808
Discretionary
$392.4M
Accounts
761
Non-Discretionary
$18.1M
Accounts
47

ContactClients

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Individual Clients
44
AUM
$10.6M
HNW Individual Clients
108
AUM
$399.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
ADVICE ON MATTERS NOT INVOLVING SECURITIES.
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLLANHNJNYPATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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