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- Custodian
- Charles Schwab & Company · SEI · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Fusion
- Established Date
- 03-25-2013
- Office Locations
- 1
Office Locations
About Certified Wealth Management & Investment LLC
Certified Wealth Management & Investment (CWMI) is a Princeton, NJ RIA providing fiduciary, non-commission advice to accomplished families and entrepreneurs. The firm delivers integrated wealth and estate planning, business-owner succession strategies, retirement/401(k) planning, and insurance/benefits guidance alongside portfolio management, with allocations spanning ETFs and fixed income. Custody includes Charles Schwab.
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Owner & Executives
KURTIS SILAS BAKER
Investment Advisor, Managing Member - Cco
- CRD
- #2868097
- Ownership
- 75% or more
PATRICIA STEPHENSON-BAKER
Owner
- CRD
- --
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,691,660 | -- |
| Non-Discretionary | $731,370 | -- |
| Total | $22,423,030 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,423,030
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $259,572,123 | 18.9% |
| U.S. Government/Agency | $365,323,729 | 26.6% |
| Equity - Exchange | $200,516,031 | 14.6% |
| Corporate - Investment Grade | $182,661,864 | 13.3% |
| Municipal Bonds | $221,116,994 | 16.1% |
| Cash | $144,206,735 | 10.5% |
| Total | $1,373,397,476 | 100.0% |