Overview
Assets Under Management: $410 million
Headquarters: PRINCETON, NJ
High-Net-Worth Clients: 108
Average Client Assets: $3.7 million
Frequently Asked Questions
TRAUST SOLLUS WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108918), TRAUST SOLLUS WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
TRAUST SOLLUS WEALTH MANAGEMENT, LLC is headquartered in PRINCETON, NJ.
TRAUST SOLLUS WEALTH MANAGEMENT, LLC serves 108 high-net-worth clients according to their SEC filing dated February 09, 2018. View client details ↓
According to their SEC Form ADV, TRAUST SOLLUS WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
TRAUST SOLLUS WEALTH MANAGEMENT, LLC manages $410 million in client assets according to their SEC filing dated February 09, 2018.
According to their SEC Form ADV, TRAUST SOLLUS WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 108
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.42%
Average Client Assets: $3.7 million
Total Client Accounts: 808
Discretionary Accounts: 761
Non-Discretionary Accounts: 47
Regulatory Filings
CRD Number: 108918
Filing ID: 1174015
Last Filing Date: 2018-02-09 10:48:00