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- Custodian
- Assetmark · Charles Schwab & Company · LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-06-2022
- Office Locations
- 7
Office Locations
About THE Wealth Boutique
The Wealth Boutique is a women-led, all-women advisory team serving women, couples, and families with holistic planning across retirement, long-term care, and estate/legacy needs. The firm builds diversified portfolios using ETFs and mutual funds, with an emphasis on asset allocation and tax-aware strategies. A differentiator for distribution teams is its community-driven reach via free workshops and the Women Behind the Millions podcast.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
JESSICA CLAIRE WEAVER
Advisor, Chief Compliance Officer, Owner
- CRD
- #5564098
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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DONNA S CATES
Financial Advisor
- CRD
- #4162173
Tonyia Cleaver
--
- CRD
- #7145847
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $120,806,478 | $150,632 |
| Non-Discretionary | $0 | -- |
| Total | $120,806,478 | $150,632 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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