Personal Wealth Strategies LLC
CRD 344140SEC# 801-137346Hamilton, NJ
No longer SEC-registered. Personal Wealth Strategies LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
—
Employees
1
Accounts
—
Location
Hamilton, NJ
Personal Wealth Strategies LLC assets under management
Personal Wealth Strategies LLC is an SEC-registered investment adviser based in Hamilton, NJ. It employs 1 people.
Personal Wealth Strategies LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Lawrence Bailin Control | President And Chief Compliance Officer | 50-75% | 2026 |
| Nancy Lutschaunig Bailin Control | Chief Operations Officer | 50-75% | 2026 |
Frequently asked questions
How many employees does Personal Wealth Strategies LLC have?
Personal Wealth Strategies LLC reports 1 employees.
Where is Personal Wealth Strategies LLC located?
Personal Wealth Strategies LLC is based in Hamilton, NJ.
Does Personal Wealth Strategies LLC disclose fund performance?
Personal Wealth Strategies LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2277 Route 33, Suite 415, Hamilton, NJ 08690 |
| Office hours | 8:30a.m. - 4:30p.m. |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 94%
More than 6% of 16,820 advisers