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ADVANTAGE WEALTH MANAGEMENT, L.L.C.
CRD 135092
2600 AMBASSADOR CAFFERY PKWY, SUITE G, LAFAYETTE, LA, 70506, United States
Phone
337-210-1264
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$4.9M
Discretionary AUM
$4.9M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Commissions; NEGOTIABLE FEES
Org form
Limited Liability Company
Filing date
2025-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $4.9M |
All web addresses on file
Official SEC filing: View on IAPD