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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Advisor Share Wealth Management LLC
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|---|---|
| CRD # | 307997 |
| SEC # | 801-127122 |
| CIK # | |
| AUM | $185.2 M (2025-05-30) |
| Employees | 38 (92% Investors, 0% Brokers) |
| Phone | 866-232-3251 |
| Address | 13215 SE Mill Plain Blvd Vancouver, WA 98684 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 940 | 126.7 |
| (b) Individuals (high net worth individuals) | 23 | 55.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,429 | 185.2 |
| By Discretionary | ||
| Discretionary | 1,429 | 185.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,429 | 185.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 185.2 | |
| Total | 1,429 | 185.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Virtue Asset Management LLC
✚
|
IL | 0.2 |
|
The Tenret Company LLC
✚
|
FL | 0.2 |
|
Trippon Wealth Management Group LLC
✚
|
TX | 0.2 |
|
The William Allan Corporation
✚
|
CO | 0.2 |
|
BCK Partners Inc
✚
|
NY | 0.2 |
|
IBN Advisory Services Inc
✚
|
NY | 0.2 |
|
Garton and Associates Financial Advisors LLC
✚
|
KY | 0.2 |
|
Catalyst Financial NW Corporation
✚
|
OR | 0.2 |
|
CBM Financial LLC
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|
TX | 0.2 |
|
Black Point Wealth Management LLC
✚
|
0.2 |