CRD: 309257
Full Court Strategic Wealth, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Principal
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 07-28-2020
- Office Locations
- 1
Office Locations
About Full Court Strategic Wealth, LLC
Full Court Strategic Wealth, LLC is a New Jersey-based CFP® fiduciary RIA delivering customized financial planning and investment management, integrating tax, philanthropic, estate, and insurance planning (life, annuities, long-term care, disability). Client focus includes business owners and entrepreneurs. Custody-ready on Charles Schwab; advisor has appeared in industry press on municipal bonds and tax-law changes.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 10 clients, or 10 clients per representative. That equates to $4.8M in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Full Court Strategic Wealth, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Full Court Strategic Wealth, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JASON M COLE
Chief Compliance Officer, Financial Advisor
- CRD
- #3211818
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $48,393,384 | -- |
| Total | $48,393,384 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Full Court Strategic Wealth, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.