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).
Total Assets Under Management12MILLION
Total Number of Accounts9ACCOUNTS
Average Account Value$1,322,098
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.