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| Tounjian Advisory Partners LLC
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|---|---|
| CRD # | 329635 |
| SEC # | 801-129470 |
| CIK # | 0002039850 |
| AUM | 675.5 M (2026-03-11) |
| Employees | 10 (40% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 239-561-1155 |
| Address | 8870 Daniels Parkway Fort Myers, FL 33912 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (3/11/2026) [Brochure] |
|---|
Fees and Compensation
Our annual portfolio management fee is billed as follows: Fees collected by AE Wealth Management are billed
and paid to us monthly in arrears based on Average Daily Balance. Please see Item 5B of the Disclosure Brochure
above for more details.
As noted above, the Wrap Fee Program includes Covered Costs incurred in connection with the discretionary
investment management services provided by AWP, as part of its overall investment advisory fee.
In addition, all fees paid to AWP for wealth management services or part of the Wrap Fee Program are separate
and distinct from the expenses charged by mutual funds and exchange-traded funds to their shareholders, if
applicable. These fees and expenses are described in each fund’s prospectus. These fees and expenses will
generally be used to pay management fees for the funds, other fund expenses, account administration (e.g.,
custody, brokerage and account reporting), and a possible distribution fee. Securities transaction fees for Client-
Advantage Wealth Partners
8870 Daniels Parkway, Fort Myers, FL 33912
Phone: 239-561-1155 * Fax: 239-288-6206
https://advantagewealthpartners.com/
directed trades will be charged back to the Client. In connection with the discretionary investment management
services provided by AWP, the Client will incur other costs assessed by the Custodian or other third parties, other
than the Covered Costs noted above, such as [custodial costs / administrative fees / wire fees / trade away
transactions / other fees and expenses] ]. The Advisor does not control nor share in these fees. The Client should
review both the fees charged by the fund[s] and the fees charged by AWP to fully understand the total fees to be
paid. Please see Item 5.C. – Other Fees and Expenses in the Disclosure Brochure (included with this Wrap Fee
Program Brochure).
D. Compensation
AWP is the sponsor and portfolio manager of this Wrap Fee Program. AWP receives wealth management fees paid
by Clients for participating in the Wrap Fee Program and pays the Covered Costs associated with the management
of the Client’s account[s].
Item 5 – Account Requirements and Types of Clients
AWP offers wealth management services to individuals, high net worth individuals, corporations, and other
business. AWP generally does not impose a minimum account size for establishing a relationship. Please see Item |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/11/2026) [Brochure] |
|---|
7 – Types of Clients in the Disclosure Brochure for additional information. Item 6 – Portfolio Manager Selection and Evaluation Portfolio Manager Selection AWP serves as sponsor and as portfolio manager for the services under this Wrap Fee Program. Related Persons AWP personnel serve as portfolio managers for this Wrap Fee Program. AWP does not serve as a portfolio manager for any third-party Wrap Fee Programs. Performance-Based Fees We do not accept performance-based fees or participate in side-by-side management. Performance- based fees are fees that are based on a share of a capital gains or capital appreciation of a client's account. Side-by-side management refers to the practice of managing accounts that are charged performance-based fees while at the same time managing accounts that are not charged performance- based fees. Our fees are calculated as described in the Fees and Compensation section above and are not charged on the basis of a share of capital gains upon, or capital appreciation of, the funds in your advisory account. Supervised Persons AWP Advisory Persons serve as portfolio managers for all accounts, including the services described in this Wrap Fee Program Brochure. Details of the advisory services provided are included in Item 4.A. of the Disclosure Brochure. |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.6 | ||
| Apple Inc | 0.6 | ||
| Microsoft Corp | 0.5 | ||
| Amazon Com Inc | 0.3 | ||
| Alphabet Inc | 0.3 | ||
| Broadcom Inc | 0.2 | ||
| Facebook Inc | 0.2 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Johnson & Johnson | 0.1 | ||
| Cisco Systems Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 373 | 192.1 |
| (b) Individuals (high net worth individuals) | 197 | 457.7 |
| (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 | 7 | 15.3 |
| (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 | 6 | 10.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,804 | 675.5 |
| By Discretionary | ||
| Discretionary | 1,804 | 675.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,804 | 675.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 675.5 | |
| Total | 1,804 | 675.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002039850] | |
| 13F-NT | [0002039850] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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