TRAUST SOLLUS WEALTH MANAGEMENT, LLC

PRINCETON, New Jersey·3 registered advisors·CRD# 108918
SEC# 801-570691(609) 779-6700
01

Firm Overview

AUM
$410M
Regulatory assets under management
Employees
25
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TRAUST SOLLUS WEALTH MANAGEMENT, LLC

3 registered advisors
Albert James Zdenek
PRINCETON, New Jersey
Brian Michael Picariello
PRINCETON, New Jersey
Richard William Weyers
PRINCETON, New Jersey
05

Office Locations

PRINCETON, New Jersey
3 advisors

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Data sourced from SEC Form ADV filings. TRAUST SOLLUS WEALTH MANAGEMENT, LLC (CRD# 108918) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.