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ADVIPARTNER, LLC
CRD 288116
205 CHEROKEE ST., KINGSPORT, TN, 37660, United States
Phone
423-525-3894
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$55.8M
Discretionary AUM
$55.8M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-20
Disciplinary history
Yes
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 75 | $20.2M |
| High net worth individuals | 33 | $35.6M |
All web addresses on file
Official SEC filing: View on IAPD