Multi-Family OfficeRIA · CRD 317291SEC-Registered

Updated:

The Wealth Boutique

THE WEALTH BOUTIQUE is an SEC-registered investment adviser in CHESTER, NJ, registered since 2024. The firm manages approximately $121 million in regulatory...

The Wealth Boutique

THE WEALTH BOUTIQUE is an SEC-registered investment adviser in CHESTER, NJ, registered since 2024. The firm manages approximately $121 million in regulatory assets. It has 12 employees and 11 investment advisers.

General information

Firm type

Multi Family Office

Location

Region

Europe

Country

Switzerland

City

Chester

Corporate office

Geneva, Switzerland

Sector focus

Wealth ManagementPrivate BankingReal Estate

Frequently asked questions

Who runs investment decisions at The Wealth Boutique?

The Wealth Boutique does not publicly name its principals or investment team. The firm maintains a low public profile, typical of European multi-family offices that prioritize client confidentiality.

What investment stages does The Wealth Boutique typically target?

The firm favors mature, income-generating assets over early-stage or growth investments. Real estate and private banking instruments form its core, with no public exposure to venture capital or growth equity stages.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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