The Wealth Boutique

The Wealth Boutique (CRD# 317291) is a financial advisory firm headquartered in Chester, NJ. They manage $100,221,959 in 810 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
245 Main Street, Suite 205, Chester, NJ 07930
https://www.melissamyersgroup.com
By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    810
    ACCOUNTS
  • Average Account Value
    $123,731
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CO, IN, MI, OH, SC, VA

Financial Advisors at The Wealth Boutique
Showing 1 - 7 of 7 top financial advisors.
1
Melissa Myers, financial advisor Chester NJ
Melissa J. Myers
CRD#: 4189919
245 Main Street, Suite 205, Chester, NJ 07930

Melissa Myers (CRD# 4189919) is an Investment Advisor Representative working at The Wealth Boutique in Chester, NJ and has over 17 years of experience in the finance industry.

2
Veronica Rodgers, financial advisor Richmond VA
Veronica J. Rodgers
CRD#: 5356281
Richmond, VA

Veronica Rodgers (CRD# 5356281) is an Investment Advisor Representative working at The Wealth Boutique in Richmond, VA and has over 13 years of experience in the finance industry.

3
Amanda Stilwell, financial advisor Chester NJ
Amanda M. Stilwell
CRD#: 6451548
245 Main Street, Suite 205, Chester, NJ 07930

Amanda Stilwell (CRD# 6451548) is an Investment Advisor Representative working at The Wealth Boutique in Chester, NJ and has over 6 years of experience in the finance industry.

4
Caroline Tanis, financial advisor Chester NJ
Caroline A. Tanis
CRD#: 6809844
245 Main Street, Suite 205, Chester, NJ 07930

Caroline Tanis (CRD# 6809844) is an Investment Advisor Representative working at The Wealth Boutique in Chester, NJ and has over 5 years of experience in the finance industry.

5
Jessica Weaver, financial advisor Chester NJ
Jessica C. Weaver
CRD#: 5564098
245 Main Street, Suite 205, Chester, NJ 07930

Jessica Weaver (CRD# 5564098) is an Investment Advisor Representative working at The Wealth Boutique in Chester, NJ and has over 13 years of experience in the finance industry.

6
Lauren Wood, financial advisor Chester NJ
Lauren A. Wood
CRD#: 5586764
245 Main Street, Suite 205, Chester, NJ 07930

Lauren Wood (CRD# 5586764) is an Investment Advisor Representative working at The Wealth Boutique in Chester, NJ and has over 14 years of experience in the finance industry.

7
Holleigh Urbanik, financial advisor Chester NJ
Holleigh J. Urbanik
CRD#: 7554895
245 Main Street, Suite 205, Chester, NJ 07930

Holleigh Urbanik (CRD# 7554895) is an Investment Advisor Representative working at The Wealth Boutique in Chester, NJ and has 1 year 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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