DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
The Wealth Boutique
Legal name Women'S Wealth Advisor
Latest filing Apr 24, 2026
First filing on the tape Jan 3, 2022 · 28 filings
SEC status approved since Apr 11, 2024
RAUM
$121M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$121M individuals and HNW
Advisors
7
registered through the firm on IAPD
RAUM per advisor
$17.3M
derived; firm RAUM over IAPD count
Employees
12
11 advisory (5.B.1)
Offices
6
beyond the principal office
Private funds
0
reported on Schedule D
History
28 filings and snapshots on the tape
RAUM$121M as of Apr 24, 2026
Jan 29, 2025$94.1M then
HNW client RAUM$48.4M as of Apr 24, 2026
Jan 29, 2025$45.1M then
State-registered IARs (5.B.3)7 as of Apr 24, 2026
Jan 29, 20257 then
Employees (5.A)12 as of Apr 24, 2026
Jan 29, 202512 then
Private funds: no history
RAUM +28% over the last fiscal yearIARs 7 to 7offices 7 to 6
Practice profile
derived from the filing of Apr 24, 2026; every figure names its basis
Archetypes, each a printed rule
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $17.3MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 45derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.8MderivedHNW RAUM over HNW clients
- Average account
- $150,632derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.7derivedItem 5.A over advisors
- Advisors per office
- 1.0derived7 offices incl. principal (1.F.5)
- RAUM growth, one year
- +28%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +10%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
- Wrap fee program
- $123MreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$72.4M60%
- High-net-worth individuals$48.4M40%
- Individual clients
- 290reported
- HNW clients
- 27reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 802reported
- Financial planning clients
- 51-100reported
- Wrap fee programs
- $92.8M sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
7 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Caroline Ann Tanis | Chester, Nj | May 16, 2022 | 11 y | 1 |
| Donna S Cates | Chester, Nj | Jan 9, 2023 | 26 y | 3 |
| Jessica Claire WeaverCertified Financial Planner | Chester, Nj | Mar 22, 2023 | 16 y | 3 |
| Amanda Mchugh Stilwell | Greenville, Sc | Apr 18, 2023 | 10 y | 2 |
| Veronica Joyner Rodgers | Chester, Nj | Nov 22, 2023 | 15 y | 2 |
| Tonyia Cleaver | Dallas, Tx | Jan 29, 2025 | 22 y | 1 |
| Denise Bogotana Sandkamp | Miami Beach, Fl | Aug 12, 2025 | 14 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount2 left over 36 months
Left, latest
- Melissa Jo Myers to Mmg Wealth ManagementOct 3, 2024 · RIA to a state-registered adviser
- Brynna Lynn Wilson to Citrine & Gold LLCDec 8, 2023 · RIA to a state-registered adviser
Joined, latest
- Tonyia Cleaver from Edward JonesJan 29, 2025 · Affiliated broker-dealer or bank to independent RIA
- Veronica Joyner Rodgers from Janney Montgomery Scott LLCNov 22, 2023 · Affiliated broker-dealer or bank to independent RIA
- Amanda Mchugh Stilwell from Alphastar Capital ManagementApr 18, 2023 · RIA to RIA
- Jessica Claire Weaver from LPL Financial LLCMar 22, 2023 · RIA to RIA
- Donna S Cates from Ameriprise Financial Services, LLCJan 9, 2023 · Affiliated broker-dealer or bank to independent RIA
- Melissa Jo Myers from LPL Financial LLCSep 29, 2022 · RIA to RIA
- Caroline Ann Tanis from Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 16, 2022 · Wirehouse to a newly registered adviser (no RAUM reported yet)
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Claire Jessica Weaver · Cco/Ownercontrolsince 01/2021 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Chester, Nj · principal | 7 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Winder, GA1 employees
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 670 to 802Aug 1, 2025 to Mar 9, 2026
- Advisory employees · 7 to 11Aug 1, 2025 to Mar 9, 2026
- HNW clients · 40 to 27Aug 1, 2025 to Mar 9, 2026
- Individual clients · 247 to 290Aug 1, 2025 to Mar 9, 2026
- Assets in custody · unset to 43587860.0Aug 1, 2025 to Mar 9, 2026
- Financial planning clients · 1-10 to 51-100Aug 1, 2025 to Mar 9, 2026
- Other offices · 8 to 6Aug 1, 2025 to Mar 9, 2026
- Discretionary RAUM · $94.1M to $121MAug 1, 2025 to Mar 9, 2026
- HNW RAUM · $45.1M to $48.4MAug 1, 2025 to Mar 9, 2026
- Individual RAUM · $49.1M to $72.4MAug 1, 2025 to Mar 9, 2026
- RAUM · $94.1M to $121MAug 1, 2025 to Mar 9, 2026
- Wrap assets (sponsor) · $65.7M to $92.8MAug 1, 2025 to Mar 9, 2026
- Other offices · 7 to 8Jul 18, 2025 to Aug 1, 2025
- Financial planning clients · 1-10 to 1-10Mar 19, 2025 to Jul 18, 2025
- Accounts · 810 to 670Dec 10, 2024 to Jan 29, 2025
- Charity clients · 1 to 0Dec 10, 2024 to Jan 29, 2025
- HNW clients · 65 to 40Dec 10, 2024 to Jan 29, 2025
- Individual clients · 330 to 247Dec 10, 2024 to Jan 29, 2025
- Other offices · 2 to 7Dec 10, 2024 to Jan 29, 2025
- Discretionary RAUM · $100M to $94.1MDec 10, 2024 to Jan 29, 2025
- HNW RAUM · $46.9M to $45.1MDec 10, 2024 to Jan 29, 2025
- Individual RAUM · $52.9M to $49.1MDec 10, 2024 to Jan 29, 2025
- RAUM · $100M to $94.1MDec 10, 2024 to Jan 29, 2025
- Wrap assets (sponsor) · $70.7M to $65.7MDec 10, 2024 to Jan 29, 2025
- Other offices · 3 to 2Oct 11, 2024 to Nov 25, 2024
- Other offices · 2 to 3Sep 17, 2024 to Oct 11, 2024
- Business name · WOMEN'S WEALTH BOUTIQUE to THE WEALTH BOUTIQUEApr 16, 2024 to Jun 7, 2024
- Accounts · 238 to 810Sep 26, 2022 to Mar 12, 2024
- Advisory employees · 4 to 7Sep 26, 2022 to Mar 12, 2024
- Advisory activities · 3 to 4Sep 26, 2022 to Mar 12, 2024
- Charity clients · 0 to 1Sep 26, 2022 to Mar 12, 2024
- HNW clients · 24 to 65Sep 26, 2022 to Mar 12, 2024
- Individual clients · 105 to 330Sep 26, 2022 to Mar 12, 2024
- Assets in custody · 32399272.0 to unsetSep 26, 2022 to Mar 12, 2024
- Custody of client assets · true to falseSep 26, 2022 to Mar 12, 2024
- Employees · 5 to 12Sep 26, 2022 to Mar 12, 2024
- State-registered IARs · 4 to 7Sep 26, 2022 to Mar 12, 2024
- Discretionary RAUM · $32.4M to $100MSep 26, 2022 to Mar 12, 2024
- HNW RAUM · $12.5M to $46.9MSep 26, 2022 to Mar 12, 2024
- Individual RAUM · $19.9M to $52.9MSep 26, 2022 to Mar 12, 2024
Signals
4 dated events
- The Wealth Boutique reported 7 offices beyond its principal office, up from 2 (2024-12-10 to 2025-01-29)Jan 29, 2025 · Office count change · derived
- Melissa Jo Myers left The Wealth Boutique for Mmg Wealth Management (registered 2024-09-06)Oct 3, 2024 · Advisor changed firm · fact
- Brynna Lynn Wilson left The Wealth Boutique for Citrine & Gold Llc (registered 2025-01-03)Dec 8, 2023 · Advisor changed firm · fact
- Women'S Wealth Boutique filed its initial SEC registration (Form ADV)Jan 3, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 908-955-0077reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- womenswealthboutique.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 908-955-0077reportedpublic record, Form ADV, Apr 24, 2026
- Team page
- thewealthboutique.com/meet-the-teamreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $17.3Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026