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ADVANTA WEALTH MANAGEMENT
JE SPICKARD LLC
CRD 326877
828 MAIN ST, SUITE 1803, LYNCHBURG, VA, 24504, United States
Phone
434-255-0255
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$63.8M
Discretionary AUM
$63.8M
Team
3 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 52 | $21.3M |
| High net worth individuals | 14 | $42.5M |
All web addresses on file
Official SEC filing: View on IAPD