Certified Wealth Management & Investment LLC

Certified Wealth Management & Investment LLC (CRD# 165924) is a financial advisory firm headquartered in Princeton, NJ. They manage $21,830,670 in 32 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
101 College Road East, Suite 2, Princeton, NJ 08540
https://cwmi.us
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $682,208
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, TX

Financial Advisors at Certified Wealth Management & Investment LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kurtis Baker, financial advisor Princeton NJ
Kurtis S. Baker
CRD#: 2868097
101 College Road East, Suite 2, 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 26 years of experience in the finance industry.

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.

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