Princeton Wealth Management Alliance, Llc
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 298614
· Princeton, NJ
· wwww.princetonwma.com
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ADV data as of Mar 25, 2026
- Regulatory AUM
- $76.6M
- Discretionary
- $76.6M
- Clients
- 174
- Avg AUM / client
- $440K
- Accounts
- 418
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 114 | $19.7M | 25.7% |
| High net worth individuals | 33 | $34.4M | 44.9% |
| Pension and profit sharing plans | 18 | $15.2M | 19.8% |
| Corporations and other businesses | 9 | $7.3M | 9.48% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kedrick P Sackey | Registered representative | Oct 2018 (8y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 989 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • SOLICITOR/ENDORSEMENT FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $76.6M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗