3i Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$23,162,315
Total clients
156
15% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
156
Average account size
$148,476
About
3i Wealth Management provides discretionary portfolio management and ongoing financial planning to individual and high‑net‑worth clients, tailoring Investment Policy Statements to client goals, time horizons, and risk tolerances. The firm also offers business and tax advisory services, including accounting, tax preparation, tax resolution, trust and estate tax returns, and forensic accounting as part of its service set.
The firm’s investment process combines modern portfolio theory and fundamental analysis with a long‑term trading orientation and documented IPS‑driven allocations; it may recommend equity‑heavy allocations for long‑term investors. 3i Wealth Management offers specialized strategies that explicitly employ derivative‑linked instruments and hedging (for example, its Aggressive Growth & Income and Hedged strategies) and applies top‑down macroeconomic analysis in some allocations.
What distinguishes the firm from many solo independent advisers is its disclosed affiliations with other investment entities (including an affiliated investment manager and fund) and the firm’s in‑house accounting and tax practice, which the brochure identifies as potential sources of conflicts of interest. The brochure also details the use of derivatives, hedging instruments and the attendant risks of leverage and complex products, practices that are less common among peer single‑advisor independent firms.
Client services
Financial planning
Portfolio management
Expertise
Income planning
Tax-loss harvesting
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
One-time upfront fee of $1,500 for new clients (may be waived at discretion)
$0 - $275,000: $2,500 fixed annual fee (negotiable) $0+: 1.00% annually for standard portfolio management $0+: 1.50% annually for specialized investment strategies
Account minimum: $100,000 Minimum fee: $2,500 fixed annual fee for accounts with assets of $275,000 or less (negotiable) Fee-only: Financial planning fixed fees between $1,800 and $6,000
Main office location
3i Wealth Management LLC
124 Fairfield Road
Fairfield NJ 07004, United States
Number of offices
1
Most active in
3i Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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