# Personal Wealth Strategies

> Personal Wealth Strategies is an SEC-registered investment advisory firm in Hamilton, NJ, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 26, 2026.

- CRD: 344140
- Filed as: PERSONAL WEALTH STRATEGIES
- Legal name: Personal Wealth Strategies LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Hamilton, NJ
- Filing period: October 2026
- Form ADV filing dated: August 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/344140
- AdvisorCensus page: https://advisorcensus.com/firm/personal-wealth-strategies-hamilton-nj-344140

## Quick answers

**How is Personal Wealth Strategies compensated?**
On its Form ADV (Item 5.E, October 2026), Personal Wealth Strategies 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 Personal Wealth Strategies located?**
Personal Wealth Strategies' principal office is in Hamilton, NJ, according to its Form ADV.

**Is Personal Wealth Strategies registered with the SEC or a state?**
Personal Wealth Strategies is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 344140.

**How much does Personal Wealth Strategies manage?**
Personal Wealth Strategies reports $0 in regulatory assets under management in its Form ADV filing dated August 26, 2026.

**Does Personal Wealth Strategies report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/344140

**What changed in Personal Wealth Strategies' recent Form ADV filings?**
In the October 2026 filing data: Newly registered with the SEC.

## 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: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### October 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Personal Wealth Strategies (CRD 344140): Form ADV filing data as of October 2026.