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LOCAL WEALTH ADVISORS
LOCAL WEALTH ADVISORS, LLC
CRD 336279
999 VANDERBILT BEACH RD.,, SUITE 200, NAPLES, FL, 34108, United States
Phone
239-422-5454
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$5.3M
Discretionary AUM
$4.3M
Team
1 total employees; 1 advisory reps; 10 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 27 | $1.8M |
| High net worth individuals | 2 | $2.5M |
| Pension/profit sharing plans | 4 | $1.0M |
All web addresses on file
- https://www.localwealthadvisors.com
- https://www.instagram.com/localwealthadvisors
- https://www.facebook.com/localwealthadvisors
- https://www.linkedin.com/company/local-wealth-advisors
- https://www.instagram.com/charley_corbett/
- https://www.facebook.com/Charley.Corbett.LocalWealth/
- https://www.tiktok.com/@localcharley
- https://www.youtube.com/@charleycorbett
- https://www.linkedin.com/in/charley-corbett/
Official SEC filing: View on IAPD