P
CRD: 298614
Princeton Wealth Management Alliance, LLC
Princeton, NJ, 08540
6092122934
$76.6M Total AUM
$76.6M Disc. AUM
-- 3Y CAGR
2 Employees
180 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Oppenheimer
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-04-2018
- Office Locations
- 1
Office Locations
103 Carnegie Center Drive Suite 300 Princeton NJ
About Princeton Wealth Management Alliance, LLC
Princeton Wealth Management Alliance, LLC is a Princeton-based RIA. The firm has been operating for 7 years. Managing $76.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Oppenheimer. Services offered include Asset Management, Charitable Giving, Financial Planning.
Team overview
56 AVG AGE
$76.6M AVG AUM / ADVISOR
$425.5K AVG AUM / CLIENT
7.8 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
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Asset Classes
Capital Eagle Bridge Crest Harbor value Beacon horizon
Client Personas
Timber foundation
Investment Themes
Unison matrix Element prime Crest Ember meridian Summit element
Investment Vehicles
Vital
Services
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Owner & Executives
KEDRICK P SACKEY
Chief Compliance Officer, Managing Director
- CRD
- #2438501
- Ownership
- 75% or more
(812) 351-1121
summit.north@beaconcapital.com
in linkedin.com/in/beacon-alpha
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,595,975 | -- |
| Non-Discretionary | $0 | -- |
| Total | $76,595,975 | -- |
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Separately Managed Accounts
Total SMA Asset: $76,595,975
Equity - Exchange:
26.2% Public Funds:
36.7% Cash:
37.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,743,435,243 | 26.2% |
| Public Funds | $2,442,140,207 | 36.7% |
| Cash | $2,468,757,538 | 37.1% |
| Total | $6,654,332,988 | 100.0% |