SourcingSourcing

WOMEN'S WEALTH ADVISOR

C32
CRD 317291·SEC 801-129886·CHESTER, NJ
AUM
$120.8M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$362K
@ 30% margin
Est. Deal Value
$2.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WOMEN'S WEALTH ADVISOR
CRD
317291
SEC file #
801-129886
EIN
—
DBA names
The Wealth Boutique

Economics

AUM
$120.8M
AUM band
$100M-$500M
AUM trajectory
'25'26
$94.1M → $120.8M▲ +28%
Client mix
Individuals Other290
Individuals High Net Worth27

Operations

Employees (total)
12
Advisory staff (per ADV)
11
Advisory staff (5-yr trend)
'22'26
1 advisors → 11 advisors▲ +1000%
Primary office
CHESTER NJ
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/24/2026
ADV-W filed at
—
Website
instagram.com/tanisfingroup?igshid=mzriodbinwfiza==(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WEAVER, JESSICA, CLAIRE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
WEAVER, JESSICA, CLAIRE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:womens.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5392
Soi Zip Pct 200k Plus
0.3433
Soi Zip Returns 200k Plus
1,490
Soi Zip Total AGI
1,058,433
Fdic Zip Total Deposits
14,021,130,000
Fdic Zip Branch Count
211
Fdic Zip Top Banks
PNC Bank, National Association
Hudson City Savings Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Lpl Financial4
E*trade4
Fdic Zip Branches Raw
Hudson City Savings BankChester, NJ
Lakeland Savings BankChester, NJ
Fdic Zip HHI
1654.54
Fdic Zip Top Bank Share Pct
31.69
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI9,413
Returns910
Stub 2
AGI16,339
Returns440
Stub 3
AGI22,392
Returns360
Soi Zip Total Business Income
46,396
Soi Zip Total Cap Gains
64,493
Soi Zip Total Dividends
38,676
Soi Zip Total Returns
4,340
Top Owner CRD
5564098
Trust Company Affiliate
No

People (7)

7
WEAVER, JESSICA, CLAIRE
IAR · Direct Owner · 87.5%
5564098
DONNA S CATES
IAR
4162173
Denise Bogotana Sandkamp
IAR
8143293
Tonyia Cleaver
IAR
7145847
Caroline Ann Tanis
IAR
6809844
VERONICA JOYNER RODGERS
IAR
5356281
AMANDA MCHUGH STILWELL
IAR
6451548