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THE WEALTH BOUTIQUE
WOMEN'S WEALTH ADVISOR
CRD 317291 · SEC 801-129886
32 COLLIS LANE, SUITE A, CHESTER, NJ, 07930, United States
Phone
908-955-0077
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$120.8M
Discretionary AUM
$120.8M
Team
12 total employees; 11 advisory reps; 29 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-04-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 290 | $72.4M |
| High net worth individuals | 27 | $48.4M |
States served
AL, CO, GA, IN, NJ, NY, OH, SC, VA, TX, FL
All web addresses on file
- https://instagram.com/tanisfingroup?igshid=MzRIODBiNWFIZA==
- https://www.linkedin.com/in/caroline-tanis/
- https://instagram.com/donnacates?igshid=MzRIODBiNWFIZA==
- https://www.linkedin.com/in/tonyia-cleaver
- https://instagram.com/tonyiacleaver
- https://www.clarityfinsolutions.com/
- https://www.linkedin.com/in/amandamstilwell/
- https://www.instagram.com/womenswealthboutique/
- https://instagram.com/clarityfinsolutions?igshid=MzRIODBiNWFIZA
- https://www.linkedin.com/in/donnacates/
- https://www.facebook.com/clarity.fin.sol?mibextid=LQQJ4d
- https://www.facebook.com/DivorceDivasAlabama
- https://www.instagram.com/pinkfixmymoney/
- https://www.linkedin.com/in/jessica-weaver-cfp%C2%AE-cdfa%C2%AE-cfs%C2%AE-76538733/
- https://www.youtube.com/@tanisfingroup
- https://tanisfingroup.com/
- https://www.facebook.com/WWBPartners
- https://www.carnelianws.com/
- https://www.moneymatterswealth.com
- https://www.womenswealthboutique.com
- https://www.instagram.com/carnelianws/?igsh=MWc0N3p3aHphMmNrMA
- https://www.linkedin.com/in/veronicarodgers-cws/
- https://www.thewealthboutique.com/
- https://www.tonyia-cleaver.com
Official SEC filing: View on IAPD