Certified Wealth Management & Investment LLC

Certified Wealth Management & Investment LLC (CRD# 165924) is a financial advisory firm headquartered in Princeton, NJ. They manage $11,898,878 in 9 accounts and serve the financial needs of clients across 1 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
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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 Certified Wealth Management & Investment LLC
Showing 1 - 1 of 1 top financial advisors.
Kurtis S. Baker
CRD#: 2868097
116 Village Blvd., Suite 200, Princeton, NJ 08540

Kurtis Baker (CRD# 2868097) is an Investment Advisor Representative working at Certified Wealth Management & Investment LLC in Princeton, NJ and has over 20 years of experience in the finance industry.

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