ADVISOR SHARE WEALTH MANAGEMENT, LLC

CRD 307997 · SEC 801-127122

Visit website

13215 SE MILL PLAIN BLVD, SUITE C8-321, VANCOUVER, WA, 98684, United States

Phone

866-232-3251

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$376.9M

Discretionary AUM

$376.9M

Team

47 total employees; 41 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees; INVESTMENT PLATFORM FEES

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersCOMPREHENSIVE ASSET MANAGEMENT PLATFORM PROVIDER

Client types

Type	Clients	AUM
Individuals	2174	$154.0M
High net worth individuals	42	$115.5M
Other investment advisers	305	$102.1M

States served

AZ, AR, CA, CO, DE, GA, ID, IL, IN, IA, KS, KY, MD, MA, MI, MN, NE, NV, NJ, NY, OH, OK, PA, SC, TN, UT, WI, MO, WA, TX, NH, CT, FL

All web addresses on file

https://advisorsharewm.com/
https://aswealthmanagement.com/

Official SEC filing: View on IAPD