# ADVISO WEALTH

ADVISO WEALTH is a Multi Family Office based in Princeton, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Princeton, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** https://advisowealth.com
- **LinkedIn:** https://www.linkedin.com/company/adviso-wealth

## Regulatory record

- **CRD number:** 308198
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/308198

## About

Adviso Wealth is a fee-only financial planning and investment management firm in Princeton, NJ serving clients locally and across the country. It provides independent, research-driven fiduciary advice with transparent hourly and flat-fee options, without product sales, commissions, or AUM-based fees. Services include comprehensive financial reviews, ongoing guidance and portfolio implementation, and focused second opinions for decisions such as retirement timing, taxes, and investments.

## People

- Sweta Bhargav — CFA, CFP, CEPA

## Questions

### Who runs investment decisions at ADVISO WEALTH?

The firm has not named its investment committee or chief investment officer in public materials. Family offices of this type often appoint a small group of senior advisors and family representatives to approve allocations.

### What investment stages does ADVISO WEALTH typically target?

The firm's stage focus is not disclosed. Multi-family offices generally participate in both fund commitments and direct deals across growth equity, buyout, real estate, and credit.

### Does ADVISO WEALTH participate in fund commitments or only direct deals?

The firm's investment approach is not publicly specified. Multi-family offices often do both: they commit to external funds and also lead or join direct co-investments.

### Which sectors does ADVISO WEALTH explicitly avoid?

No sector exclusions are on record. Without a public mandate, the firm's sector preferences remain internal.

## Related profiles

- [Masterson Investment Counsel](https://altss.com/profile/masterson-investment-counsel)
- [Rice Wealth Management Group](https://altss.com/profile/rice-wealth-management-group-inc)

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Last updated: 2026-08-11T15:05:57.154Z

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