Adviso Wealth

Adviso Wealth (CRD# 308198) is a financial advisory firm headquartered in Princeton, NJ. They manage $1,332,769 in 42 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
103 Carnegie Center, Suite 300, Princeton, NJ 08540
https://twitter.com/advisowealth
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $31,733
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NY, PA

Financial Advisors at Adviso Wealth
Showing 1 - 1 of 1 top financial advisors.
1
Sweta Bhargav, financial advisor Princeton NJ
Sweta Bhargav
CRD#: 6745163
103 Carnegie Center, Suite 300, Princeton, NJ 08540

Sweta Bhargav (CRD# 6745163) is an Investment Advisor Representative working at Adviso Wealth in Princeton, NJ and has over 5 years of experience in the finance industry. Sweta Bhargav has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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