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THE WEALTH BOUTIQUE

CHESTER, NJ · CRD 317291 · IAPD ↗ · 908-955-0077

$120.8MRegulatory AUM
11Advisory reps
12Employees
29Clients
51-100Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
April 2026 — THE WEALTH BOUTIQUE changed its website from tanisfingroup.com to clarityfinsolutions.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
60
April 2026 — THE WEALTH BOUTIQUE reported RAUM up 28% ($94.1M -> $120.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
April 2026 — THE WEALTH BOUTIQUE reports 51-100 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
69
April 2026 — THE WEALTH BOUTIQUE grew from 7 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
December 2025 — THE WEALTH BOUTIQUE notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
December 2025 — THE WEALTH BOUTIQUE added office(s): 7 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
February 2025 — THE WEALTH BOUTIQUE notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
February 2025 — THE WEALTH BOUTIQUE added office(s): 2 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
25
December 2024 — THE WEALTH BOUTIQUE changed its website from melissamyersgroup.com to tanisfingroup.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
December 2024 — THE WEALTH BOUTIQUE notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
November 2024 — THE WEALTH BOUTIQUE changed its website from tanisfingroup.com to melissamyersgroup.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
November 2024 — THE WEALTH BOUTIQUE notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
November 2024 — THE WEALTH BOUTIQUE added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
May 2024 — THE WEALTH BOUTIQUE (CHESTER, NJ) is newly SEC-registered with $100.2M RAUM and 7 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.