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| Advanced Wealth Management LLC
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|
|---|---|
| CRD # | 284438 |
| SEC # | 801-136416 |
| CIK # | |
| AUM | $110.7 M (2026-06-15) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 941-451-8512 |
| Address | 1990 Main Street Sarasota, FL 34236 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 137 | 58.0 |
| (b) Individuals (high net worth individuals) | 31 | 52.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 520 | 110.7 |
| By Discretionary | ||
| Discretionary | 520 | 110.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 520 | 110.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 110.7 | |
| Total | 520 | 110.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Rightoak Asset Management LLC
✚
|
0.1 | |
|
Caleo Capital NA LLC
✚
|
FL | 0.1 |
|
Setarcos Wealth Advisors LLC
✚
|
PA | 0.1 |
|
People MAKE the Difference Inc
✚
|
AL | 0.1 |
|
Gallacher Capital LLC
✚
|
CO | 0.1 |
|
One Oak Holdings LLC
✚
|
0.1 | |
|
Visionx Wealth Partners
✚
|
IA | 0.1 |
|
Tenbridge Partners LLC
✚
|
OR | 0.1 |
|
JAKE Carris Financial Planning LLC
✚
|
FL | 0.1 |
|
Veraz Advisors LLC
✚
|
CA | 0.1 |