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AVANTI WEALTH MANAGEMENT
AVANTI WEALTH MANAGEMENT LLC
CRD 319737
17 SYLVAN STREET, SUITE 104, RUTHERFORD, NJ, 07070, United States
Phone
201-729-3777
Fax
(201) 947-6100
Registration
— (—)
Source
State registered
Total AUM
$75.0M
Discretionary AUM
$75.0M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 136 | $74.4M |
All web addresses on file
Official SEC filing: View on IAPD