Women'S Wealth Advisor provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers. Financial planning was provided to 51–100 clients last fiscal year.
Women'S Wealth Advisor reports 317 clients. They include 290 individual clients and 27 high-net-worth individuals. Of its assets, 100.0% ($121M across 802 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $123M. It advised 29 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 91% | 60% |
| High-net-worth individuals | 9% | 40% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 290 | $72.4M | 59.9% | $250K |
| High-net-worth individuals | 27 | $48.4M | 40.1% | $1.79M |
| Total | 317 | $121M | 100% | $381K |
- Clients
- 290
- Regulatory AUM
- $72.4M
- AUM share
- 59.9%
- Avg. per client
- $250K
- Clients
- 27
- Regulatory AUM
- $48.4M
- AUM share
- 40.1%
- Avg. per client
- $1.79M
Total
- Clients
- 317
- Regulatory AUM
- $121M
- AUM share
- 100%
- Avg. per client
- $381K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 29
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Women'S Wealth Advisor charges 0.70%–1.50% a year for its Investment Management Fees. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Stand-alone financial plans: Silver $3,500 (net worth $250,000), Gold $5,800 ($500,000), Platinum $8,900 ($1,000,000); above $1,000,000 as quoted.
Jessica Weaver owns 75% or more of Women'S Wealth Advisor. It has 12 employees, 11 of them in advisory roles.
Staff
- 12 employees
- 11 in advisory functions
- 7 state-registered reps
- 8 insurance agents
- Owns 75% or more of Women'S Wealth Advisor
Jessica Weaver
Control person · since January 2021
Women'S Wealth Advisor’s regulatory assets grew Infinity× from $0 (June 2022) to $121M (April 2026); employees rose from 2 to 12.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Apr 2026April 2026 | $121M | 317 | 12 | 7 |
| Jul 2025July 2025 | $94.1M | 287 | 12 | 8 |
| Jun 2024June 2024 | $100M | 397 | 12 | 3 |
| Jun 2022June 2022 | $0 | 0 | 2 | 3 |
Besides its headquarters, Women'S Wealth Advisor has 6 offices (4 private residences, listed without an address), with 3 listed addresses across 3 states.
New Jersey · 1 listed address
- 32 Collis Lane, Suite A, ChesterHQ
South Carolina · 1 listed address
- 770 Pelham RD., Greenville
Texas · 1 listed address
- 17177 Preston Road, Dallas
Other business names
Women'S Wealth Advisor has reported 6 other business names to the SEC.
- Carnelian Wealth Solutions, LLC
- Clarity Financial Advisors
- Female Financial Fitness
- Money Matters Wealth Solutions
- Tanis Financial Group
- Women'S Wealth Boutique
Contact and registration details
- Legal name
- Women'S Wealth Advisor
- Headquarters
- 32 Collis Lane, Suite A, Chester, NJ 07930
- Website
- clarityfinsolutions.com
- Phone
- 908-955-0077
- SEC file
- 801-129886
- Structure
- New Jersey corporation
- Fiscal year end
- December
Women'S Wealth Advisor’s named custodians for separately managed accounts are Assetmark ($78M, 72%) and LPL Financial ($31.1M, 28%). Women'S Wealth Advisor does not have custody of client assets.
- LPL FinancialLPL Financial LLC · Fort Mills, SC · $31.1M28%
- AssetmarkAssetmark · Concord, CA · $78M72%
At year end, Women'S Wealth Advisor’s separately managed accounts were mostly in funds (65%) and stocks (27%).
What the accounts hold
- Stocks27%
- Exchange-traded equities26%
- Non-exchange-traded equities1%
- Funds65%
- Registered funds64%
- Pooled vehicles1%
- Cash4%
- Other4%
- Annuities4%
How many clients does Women'S Wealth Advisor have?
Women'S Wealth Advisor has 317 clients and manages $121 million for them, as of April 2026. They include 290 individual clients and 27 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 April 2026
What services does Women'S Wealth Advisor offer?
Women'S Wealth Advisor provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Women'S Wealth Advisor charge?
Women'S Wealth Advisor charges 0.70%–1.50% a year for its Investment Management Fees. The fee is billed in advance and is negotiable.
Which custodians does Women'S Wealth Advisor use?
Women'S Wealth Advisor’s separately managed account assets are held at Assetmark (Concord, CA), with $78M and LPL Financial LLC (Fort Mills, SC), with $31.1M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 April 2026
How many financial advisors does Women'S Wealth Advisor have?
Women'S Wealth Advisor has 7 investment adviser representatives registered with state securities authorities, out of 12 employees, and 11 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 8 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Women'S Wealth Advisor invest in?
At the end of its last fiscal year, Women'S Wealth Advisor’s separately managed accounts held 64% registered funds (mutual funds, ETFs, BDCs), 26% exchange-traded equities, 4% cash and equivalents, 4% other, 1% non-exchange-traded equities and 1% pooled vehicles (private funds and similar). The 4% other category is described as: Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Women'S Wealth Advisor?
Women'S Wealth Advisor’s direct owner is Jessica Weaver (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 24 April 2026
How does Women'S Wealth Advisor get paid?
Women'S Wealth Advisor is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Women'S Wealth Advisor?
Women'S Wealth Advisor’s main office is at 32 Collis Lane, Suite A, Chester, NJ 07930. Its phone number is 908-955-0077. Its website is clarityfinsolutions.com.
