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Traust Sollus Wealth Management Employee Directory

Financial ServicesNew Jersey, United States2-10 Employees

Traust Sollus Wealth Management operates in the financial services sector, providing guidance in personal financial planning, investing, tax planning and preparation, retirement planning, and business consulting. The firm emphasizes a client-centered approach, designing plans and investment portfolios to reflect each client's goals and expectations. It serves a select group of loyal clients, offering tailored financial strategies rather than standardized solutions.

Based in Princeton, New Jersey, the firm is a small practice with a focused team serving clients in a private advisory setting. The available information does not indicate when the company was founded or provide financial performance figures.

Find Traust Sollus Wealth Management employees' phone numbers or email addresses

Traust Sollus Wealth Management Global Highlights

Location
Employees

North America
13

Minus sign iconPlus sign icon
  • United States Of America
    13

Traust Sollus Wealth Management's Leadership

  • Stylized image of a person
    B. P.
    Executive Vice President
    Mobile Phone
  • Stylized image of a person
    B. Z.
    Managing Director
    Mobile Phone

Traust Sollus Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Finance
  • Community & Social Services
  • Administrative
  • Other

Contact profiles from Traust Sollus Wealth Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    B. P.
    Executive Vice President
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    B. Z.
    Managing Director
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Traust Sollus Wealth Management known for?

Minus sign iconPlus sign iconTraust Sollus Wealth Management was founded in 1983 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-212-661-****
. Explore Traust Sollus Wealth Management's company overview page for more information.

What is Traust Sollus Wealth Management's most common email format?

Minus sign iconPlus sign iconTraust Sollus Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Traust Sollus Wealth Management email formats with LeadIQ.

How many employees does Traust Sollus Wealth Management have currently?

Minus sign iconPlus sign iconTraust Sollus Wealth Management has approximately 9 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Traust Sollus Wealth Management's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Traust Sollus Wealth Management's key employees include:

  • Executive Vice President: B. P.
  • Managing Director: B. Z.

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