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THE WEALTH BOUTIQUE
Legal name: WOMEN'S WEALTH ADVISOR
CRD 317291File 801-129886
APPROVED
Retail clients
Filing as of Apr 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$120.8M
Bottom 25% of cohort (national)
Discretionary AUM
$120.8M
Clients
317
802 accounts
Employees
12
Bottom 25% of cohort in NJ
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 11, 2024
- Principal office
- 32 COLLIS LANE, SUITE A, CHESTER, NJ, 07930
- Phone
- 908-955-0077
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $120.8M
- Discretionary AUM
- $120.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 802
- Non-discretionary accounts
- 0
- Total accounts
- 802
- AUM per client
- $381K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 27 | $48.4M |
| Individuals (other than high net worth individuals) | 290 | $72.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Custody | Yes | No | |
| Apr 1, 2026 | Clients | 287 | 317 | increased by30 |
| Apr 1, 2026 | AUM | $94,135,525 | $120,806,478 | increased by$26,670,953 |
| Apr 1, 2026 | Accounts | 670 | 802 | increased by132 |
| May 1, 2025 vs Oct 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 12 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 129 | 287 | increased by158 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $32,399,272 | $94,135,525 | increased by$61,736,253 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 238 | 670 | increased by432 |
| Oct 1, 2022 | Employees | 2 | 5 | increased by3 |
| Oct 1, 2022 | Custody | No | Yes | |
| Oct 1, 2022 | Clients | 0 | 129 | increased by129 |
| Oct 1, 2022 | AUM | $0 | $32,399,272 | increased by$32,399,272 |
| Oct 1, 2022 | Accounts | 0 | 238 | increased by238 |
| Jun 1, 2022 | Employees | 1 | 2 | increased by1 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WEALTH BOUTIQUE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WEALTH BOUTIQUE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.