PRINCETON ADVISORY WEALTH MANAGEMENT, LLC
CRD #159763 SEC #801-72981 PRINCETON, NJ 609-642-4200
SEC Registered Disclosures
Total AUM
$9.6M
Discretionary
$9.6M
Employees
4
Clients
0
Accounts
25
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2018 | $5.4M | $5.4M | $0 | 4 | 0 |
| Jan 2018 | $9.6M | $9.6M | $0 | 4 | 0 |
| Dec 2017 | $9.6M | $9.6M | $0 | 4 | 25 |
| Nov 2017 | $9.6M | $9.6M | $0 | 4 | 25 |
| Nov 2017 | $9.6M | $9.6M | $0 | 4 | 25 |
| Oct 2017 | $9.6M | $9.6M | $0 | 4 | 25 |
| Mar 2017 | $6.4M | $6.4M | $0 | 4 | 1 |
| Dec 2016 | $6.5M | $6.5M | $0 | 4 | 1 |
| Mar 2016 | $6.5M | $6.5M | $0 | 4 | 1 |
| Mar 2015 | $8.1M | $8.1M | $0 | 3 | 1 |
| Mar 2014 | $9.7M | $9.7M | $0 | 3 | 1 |
| Dec 2013 | $8.3M | $8.3M | $0 | 3 | 1 |
| Oct 2013 | $8.2M | $8.2M | $0 | 3 | 1 |
| Jul 2013 | $15.7M | $15.7M | $0 | 3 | 1 |
| Apr 2013 | $15.7M | $15.7M | $0 | 3 | 1 |
| Mar 2012 | $0 | $0 | $0 | -- | 0 |
| Jan 2012 | $0 | $0 | $0 | -- | 0 |
| Dec 2011 | $0 | $0 | $0 | -- | 0 |
DateJan 2018
Total AUM$5.4M
Discretionary$5.4M
Non-Disc.$0
Employees4
Clients0
DateJan 2018
Total AUM$9.6M
Discretionary$9.6M
Non-Disc.$0
Employees4
Clients0
DateDec 2017
Total AUM$9.6M
Discretionary$9.6M
Non-Disc.$0
Employees4
Clients25
DateNov 2017
Total AUM$9.6M
Discretionary$9.6M
Non-Disc.$0
Employees4
Clients25
DateNov 2017
Total AUM$9.6M
Discretionary$9.6M
Non-Disc.$0
Employees4
Clients25
DateOct 2017
Total AUM$9.6M
Discretionary$9.6M
Non-Disc.$0
Employees4
Clients25
DateMar 2017
Total AUM$6.4M
Discretionary$6.4M
Non-Disc.$0
Employees4
Clients1
DateDec 2016
Total AUM$6.5M
Discretionary$6.5M
Non-Disc.$0
Employees4
Clients1
DateMar 2016
Total AUM$6.5M
Discretionary$6.5M
Non-Disc.$0
Employees4
Clients1
DateMar 2015
Total AUM$8.1M
Discretionary$8.1M
Non-Disc.$0
Employees3
Clients1
DateMar 2014
Total AUM$9.7M
Discretionary$9.7M
Non-Disc.$0
Employees3
Clients1
DateDec 2013
Total AUM$8.3M
Discretionary$8.3M
Non-Disc.$0
Employees3
Clients1
DateOct 2013
Total AUM$8.2M
Discretionary$8.2M
Non-Disc.$0
Employees3
Clients1
DateJul 2013
Total AUM$15.7M
Discretionary$15.7M
Non-Disc.$0
Employees3
Clients1
DateApr 2013
Total AUM$15.7M
Discretionary$15.7M
Non-Disc.$0
Employees3
Clients1
DateMar 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateJan 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateDec 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0