# The Wealth Boutique

> The Wealth Boutique is an SEC-registered investment advisory firm in Chester, NJ, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 24, 2026.

- CRD: 317291
- Filed as: THE WEALTH BOUTIQUE
- Legal name: Women's Wealth Advisor
- Also doing business as: CARNELIAN WEALTH SOLUTIONS, LLC, CLARITY FINANCIAL ADVISORS, FEMALE FINANCIAL FITNESS, MONEY MATTERS WEALTH SOLUTIONS, TANIS FINANCIAL GROUP, WOMEN'S WEALTH BOUTIQUE
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chester, NJ
- Filing period: October 2026
- Form ADV filing dated: April 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/317291
- AdvisorCensus page: https://advisorcensus.com/firm/the-wealth-boutique-chester-nj-317291

## Quick answers

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

**Where is The Wealth Boutique located?**
The Wealth Boutique's principal office is in Chester, NJ, according to its Form ADV; the May 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is The Wealth Boutique registered with the SEC or a state?**
The Wealth Boutique is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 317291.

**How much does The Wealth Boutique manage?**
The Wealth Boutique reports $120,806,478 in regulatory assets under management in its Form ADV filing dated April 24, 2026 (100% discretionary).

**How have The Wealth Boutique's assets and staff changed since 2022?**
In the Form ADV data for The Wealth Boutique: Regulatory assets under management: $32,399,272 in the October 2022 data and $120,806,478 in the October 2026 data, up 273%. Total employees: 5 in October 2022 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does The Wealth Boutique serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (290); high net worth individuals (27).

**Which custodians does The Wealth Boutique use?**
The Wealth Boutique's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Assetmark and LPL Financial LLC as custodians holding 10% or more of its separately managed account assets.

**Does The Wealth Boutique 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/317291

**What changed in The Wealth Boutique's recent Form ADV filings?**
In the April 2026 filing data: No longer lists the business name Aligned Wealth Collective. Employees performing advisory functions went from 7 to 11. Regulatory assets under management went from $94,135,525 to $120,806,478 (+28%). No longer lists an office in Winder, GA.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Assetmark
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $120,806,478
- Discretionary: $120,806,478
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 290 | $72,374,876 |
| High net worth individuals | 27 | $48,431,602 |
| 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) | 0 | $0 |
| 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 | 0 | $0 |
| 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
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 12 total, 11 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, CO, FL, GA, IN, NJ, NY, OH, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Dallas, TX
- Greenville, SC

### Websites listed on Form ADV (Item 1.I)
- carnelianws.com
- clarityfinsolutions.com
- moneymatterswealth.com
- tanisfingroup.com
- thewealthboutique.com
- tonyia-cleaver.com
- womenswealthboutique.com
- Facebook @DivorceDivasAlabama
- Facebook @WWBPartners
- Facebook @clarity.fin.sol
- Instagram @carnelianws
- Instagram @clarityfinsolutions
- Instagram @donnacates
- Instagram @pinkfixmymoney
- Instagram @tanisfingroup
- Instagram @tonyiacleaver
- Instagram @womenswealthboutique
- LinkedIn @amandamstilwell
- LinkedIn @caroline-tanis
- LinkedIn @donnacates
- LinkedIn @jessica-weaver-cfp®-cdfa®-cfs®-76538733
- LinkedIn @tonyia-cleaver
- LinkedIn @veronicarodgers-cws
- YouTube @tanisfingroup

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $32,399,272 | 5 | September 26, 2022 |
| October 2024 | $100,221,959 | 12 | September 17, 2024 |
| October 2025 | $94,135,525 | 12 | July 18, 2025 |
| October 2026 | $120,806,478 | 12 | April 24, 2026 |

Regulatory assets under management: $32,399,272 in the October 2022 data and $120,806,478 in the October 2026 data, up 273%.
Total employees: 5 in October 2022 and 12 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- No longer lists the business name Aligned Wealth Collective.
- Employees performing advisory functions went from 7 to 11.
- Regulatory assets under management went from $94,135,525 to $120,806,478 (+28%).
- No longer lists an office in Winder, GA.

### December 2025
- Registered or notice-filed in FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Wealth Boutique (CRD 317291): Form ADV filing data as of October 2026.