Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
3 advisors
Number of Clients
83 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$231.1M
Loading...

Location

4420 Route 27, Suite B, Kingston, NJ, 08528

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Satva Advisors LLC
June 2025 - Present · 8 mos
Global Wealth Management, LLC
October 2021 - Present · 4 yrs 4 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.
Ronica Sethi - Financial Advisor | TrueAdvisor