Be advised. This firm is no longer registered.

Traust Sollus Wealth Management, LLC

Traust Sollus Wealth Management, LLC (CRD# 108918) is a financial advisory firm headquartered in Princeton, NJ. They manage $410,499,062 in 808 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
103 Carnegie Center, Suite 205, Princeton, NJ 08540
http://www.tswealth.com
By the Numbers
  • Total Assets Under Management
    410
    MILLION
  • Total Number of Accounts
    808
    ACCOUNTS
  • Average Account Value
    $508,043
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, LA, NH, NJ, NY, PA, TX

Financial Advisors at Traust Sollus Wealth Management, LLC
No Advisor Found.

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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