← Back to searchVisit website
ADVOWEALTH ADVISORS, LLC
CRD 140034
201 W LIBERTY STREET, SUITE 207, RENO, NV, 89501, United States
Phone
775-996-5672
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$53.5M
Discretionary AUM
$14.0M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 96 | $7.6M |
| High net worth individuals | 5 | $5.5M |
| Pension/profit sharing plans | 71 | $40.1M |
| Corporations/business entities | 2 | $366K |
All web addresses on file
Official SEC filing: View on IAPD