# Princeton Wealth Management Alliance, LLC

> Princeton Wealth Management Alliance, LLC is a state-registered investment advisory firm in Princeton, NJ, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 298614
- Filed as: PRINCETON WEALTH MANAGEMENT ALLIANCE, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Princeton, NJ
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/298614
- AdvisorCensus page: https://advisorcensus.com/firm/princeton-wealth-management-alliance-llc-princeton-nj-298614

## Quick answers

**How is Princeton Wealth Management Alliance, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Princeton Wealth Management Alliance, LLC reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

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

**Is Princeton Wealth Management Alliance, LLC registered with the SEC or a state?**
Princeton Wealth Management Alliance, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 298614.

**How much does Princeton Wealth Management Alliance, LLC manage?**
Princeton Wealth Management Alliance, LLC reports $76,595,975 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**What types of clients does Princeton Wealth Management Alliance, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (114); high net worth individuals (33); pension and profit sharing plans (but not the plan participants or government pension plans) (18).

**Does Princeton Wealth Management Alliance, 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/298614

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $76,595,975
- Discretionary: $76,595,975
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 114 | $19,705,240 |
| High net worth individuals | 33 | $34,428,395 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 18 | $15,201,446 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 9 | $7,260,894 |
| Other | 0 | $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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (7 years)
- Employees: 2 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)
- wwww.princetonwma.com
- LinkedIn @feed

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Princeton Wealth Management Alliance, LLC (CRD 298614): Form ADV filing data as of October 2026.