Overview
Assets Under Management: $264 million
Headquarters: CHERRY HILL, NJ
High-Net-Worth Clients: 86
Average Client Assets: $2.6 million
Frequently Asked Questions
WEALTH CMT 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 #147246), WEALTH CMT is subject to fiduciary duty under federal law.
WEALTH CMT is headquartered in CHERRY HILL, NJ.
WEALTH CMT serves 86 high-net-worth clients according to their SEC filing dated March 22, 2023. View client details ↓
According to their SEC Form ADV, WEALTH CMT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
WEALTH CMT manages $264 million in client assets according to their SEC filing dated March 22, 2023.
According to their SEC Form ADV, WEALTH CMT serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 86
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.68%
Average Client Assets: $2.6 million
Total Client Accounts: 1,280
Discretionary Accounts: 1,280
Regulatory Filings
CRD Number: 147246
Filing ID: 1726242
Last Filing Date: 2023-03-22 08:27:00