$3.6M Total AUM
$3.6M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Merrill Lynch
- Clients
- Retail
- Platforms
- Capital zenithAtlas +more
- Established Date
- 05-12-2020
- Office Locations
- 1
Office Locations
103 Carnegie Center Suite 300 Princeton NJ
About Adviso Wealth
Adviso Wealth is a Princeton, NJ-based advisory led by a CFA/CFP/CEPA providing independent, high-level portfolio reviews and planning for self-directed investors, retirees, and business owners. Clients can keep accounts at their existing providers while receiving objective analysis and a clear action plan—no product sales or pressure, and investors stay in control of implementation.
Team overview
-- AVG AGE
$3.6M AVG AUM / ADVISOR
$357.5K AVG AUM / CLIENT
6.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Vertex fusion Insight
Client Personas
Vector Atlas ember
Custodian
Zenith vital Atlas Horizon
Investment Themes
Oak delta Wave legacy Meridian
Investment Vehicles
Quantum unison
Services
Peak atlas Ridge element Element Beacon Radial Eagle Harbor Ridge Focus delta
Technology
Insight Ridge Timber Radial beacon
Owner & Executives
SWETA BHARGAV
Chief Compliance Officer, Financial Advisor, FOUNDER
- CRD
- #6745163
- Ownership
- 75% or more
(443) 613-1529
fusion.crest@northcapital.com
in linkedin.com/in/value-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,575,487 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,575,487 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,575,487
Equity - Exchange:
20.2% Public Funds:
43.1% Cash:
36.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,738,348,988 | 20.2% |
| Public Funds | $3,709,051,553 | 43.1% |
| Cash | $3,158,287,516 | 36.7% |
| Total | $8,605,688,057 | 100.0% |