AVANTI WEALTH MANAGEMENT

AVANTI WEALTH MANAGEMENT, LLC

CRD 137322

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110 CROWN OAK CENTRE DRIVE, LONGWOOD, FL, 32750-6166, United States

Phone

407-331-7330

Fax

407-331-0875

Registration

— (—)

Source

State registered

Total AUM

$55.6M

Discretionary AUM

$55.6M

Team

3 total employees; 2 advisory reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees; VAR. FEES EDUC. & FIN. COUNSELING ETC

Org form

Limited Liability Company

Filing date

2026-03-16

Disciplinary history

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersFINANCIAL COUNSELING AND WEALTH COACHING SERVICES, WORKSHOPS, AND SEMINARS

Client types

Type	Clients	AUM
Individuals	87	$22.2M
High net worth individuals	24	$25.1M
Pension/profit sharing plans	2	$6.1M
Charitable organizations	2	$1.3M
Corporations/business entities	2	$855K

All web addresses on file

HTTPS://WWW.FACEBOOK.COM/AVANTIWEALTH/
HTTPS://TWITTER.COM/AVANTIWEALTH/
HTTP://WWW.AVANTIWEALTH.COM
https://www.linkedin.com/company/avanti-wealth-management

Official SEC filing: View on IAPD