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| Advisor Share Wealth Management LLC
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|---|---|
| CRD # | 307997 |
| SEC # | 801-127122 |
| CIK # | 0002080265 |
| AUM | 376.9 M (2026-03-27) |
| Employees | 47 (87% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 866-232-3251 |
| Address | 13215 SE Mill Plain Blvd Vancouver, WA 98684 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.1 | ||
| Nvidia Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| ARCA Biopharma Inc | 0.0 | ||
| Visa Inc | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,174 | 154.0 |
| (b) Individuals (high net worth individuals) | 42 | 115.5 |
| (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 | 5.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 305 | 102.1 |
| (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 | 2,531 | 376.9 |
| By Discretionary | ||
| Discretionary | 2,531 | 376.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,531 | 376.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 376.9 | |
| Total | 2,531 | 376.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0002080265] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Ashworth Wealth LLC
✚
|
UT | 377.8 M |
|
Pinvest LLC
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|
FL | 377.5 M |
|
Axis Wealth Partners LLC
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RI | 377.4 M |
|
Family Legacy Inc
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|
SC | 377.3 M |
|
New River Financial Group LLC
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|
VA | 377.1 M |
|
JPS Financial LLC
✚
|
OH | 377.0 M |
|
NorthStar Advisory Group LLC
✚
|
NJ | 377.0 M |
|
Kleinfelder Capital Inc
✚
|
OH | 376.6 M |
|
Rhodes Investment Advisors Inc
✚
|
TX | 376.3 M |
|
Concorde Financial Corporation
✚
|
TX | 376.2 M |