# Certified Wealth Management & Investment LLC

> Certified Wealth Management & Investment LLC is a state-registered investment advisory firm in Princeton, NJ, registered since 2013, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 26, 2026.

- CRD: 165924
- Filed as: CERTIFIED WEALTH MANAGEMENT & INVESTMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Princeton, NJ
- Filing period: October 2026
- Form ADV filing dated: June 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/165924
- AdvisorCensus page: https://advisorcensus.com/firm/certified-wealth-management-and-investment-llc-princeton-nj-165924

## Quick answers

**How is Certified Wealth Management & Investment LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Certified Wealth Management & Investment LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Certified Wealth Management & Investment LLC located?**
Certified Wealth Management & Investment LLC's principal office is in Princeton, NJ, according to its Form ADV.

**Is Certified Wealth Management & Investment LLC registered with the SEC or a state?**
Certified Wealth Management & Investment LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 165924.

**How much does Certified Wealth Management & Investment LLC manage?**
Certified Wealth Management & Investment LLC reports $25,320,875 in regulatory assets under management in its Form ADV filing dated June 26, 2026 (96% discretionary).

**What types of clients does Certified Wealth Management & Investment LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (10); high net worth individuals (8); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Does Certified Wealth Management & Investment LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/165924

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $25,320,875
- Discretionary: $24,432,555
- Non-discretionary: $888,320

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $8,144,185 |
| High net worth individuals | 8 | $16,288,370 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $888,320 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2013 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [cwmi.us](https://cwmi.us)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Certified Wealth Management & Investment LLC (CRD 165924): Form ADV filing data as of October 2026.