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ADVANCE WEALTH MANAGEMENT SERVICE, LLC
CRD 301780 · SEC 801-115284
40 PEARL STREET NW, SUITE 800, GRAND RAPIDS, MI, 49503, United States
Phone
(616) 363-3209
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$88.5M
Discretionary AUM
$88.5M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 167 | $45.0M |
| High net worth individuals | 24 | $43.5M |
All web addresses on file
Official SEC filing: View on IAPD