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ADVIZE WEALTH MANAGEMENT
ADVIZE WEALTH MANAGEMENT PLLC
CRD 297380
429 S. MAIN STREET, ROCHESTER, MI, 48307, United States
Phone
(310) 765-7568
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$68.7M
Discretionary AUM
$66.8M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-02-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 96 | $30.2M |
| High net worth individuals | 20 | $36.6M |
All web addresses on file
- https://www.tiktok.com/@colinoverweg
- https://www.instagram.com/colinoverweg
- https://www.linkedin.com/in/colinoverweg/
- https://www.facebook.com/colinoverweg/
- https://www.facebook.com/advizewealth/?modal=admin_todo_tour
- https://www.advizewealth.com
- https://www.linkedin.com/company/11746555/admin/
- https://www.instagram.com/advizewealth/
Official SEC filing: View on IAPD