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ADVUS FINANCIAL PARTNERS, LLC
CRD 311990 · SEC 801-120458
631 W. MORSE BLVD., SUITE 115, WINTER PARK, FL, 32789, United States
Phone
407-585-1160
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.97B
Discretionary AUM
$3.83B
Team
16 total employees; 10 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 299 | $116.8M |
| High net worth individuals | 140 | $849.9M |
| Pension/profit sharing plans | 82 | $2.87B |
| Charitable organizations | 7 | $132.2M |
States served
CA, GA, LA, MA, NJ, NY, RI, TX, NH, CT, FL
All web addresses on file
- http://www.fiscalfitness.com
- http://www.advuspartners.com
- https://www.linkedin.com/company/advuspartners
- https://wellness.fiscalfitness.com/
- https://pca.st/podcast/04a387d0-796e-013b-f297-0acc26574db2
- https://www.buzzsprout.com/1865000
- https://open.spotify.com/show/3wMMRiKYcmS7X9Vy2aAhwv
- https://www.instagram.com/advusfinancialpartners/
- https://www.instagram.com/fiscalfitnesswithadvus/
- https://www.youtube.com/@advusfinancialpartners
- https://www.facebook.com/Fiscal-Fitness-289748992827477
- https://www.vimeo.com/advuspartners
- https://x.com/fiscalfitness_
- https://podcasts.apple.com/us/podcast/advus-after-hours/id1666365238
Official SEC filing: View on IAPD