Personal Wealth Strategies
Firm details
- Headquarters
- Hamilton, New Jersey
- CRD number
- 344140
- Registered since
- September 21, 2026
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Personal Wealth Strategies is a limited liability company formed as an individual-owned advisory business and registered with the SEC in 2026. The firm describes itself as a capital allocator and combines advisory services with broker-dealer representation. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutional clients, and the selection of other advisers. Compensation options listed include percentage-of-AUM fees as well as hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser; it is newly formed.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Hamilton, NJ
Mercer
Location
Hamilton, NJ
Headquartered in Hamilton, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Mercer
- Address
- 2277 Route 33
- Time zone
- ET (UTC-5)
- Office locations
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