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).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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.


Financial Advisors at Adviso Wealth
Showing 1 - 1 of 1 top financial advisors.
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.

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