← Back to searchVisit website
ADVANCED WEALTH MANAGEMENT
ADVANCED WEALTH MANAGEMENT, LLC
CRD 284438 · SEC 801-136416
1990 MAIN STREET, SUITE 750, SARASOTA, FL, 34236, United States
Phone
941-451-8512
Fax
321-325-6791
Registration
— (—)
Source
State registered
Total AUM
$110.7M
Discretionary AUM
$110.7M
Team
4 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-15
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 137 | $58.0M |
| High net worth individuals | 31 | $52.7M |
All web addresses on file
Official SEC filing: View on IAPD