ADVANCE WEALTH MANAGEMENT SERVICE, LLC

Overview

Advance Wealth Management Service, LLC is an independent registered investment adviser that focuses on serving individual and family clients with a mix of financial planning and portfolio management. The firm appears to tilt toward equity-oriented strategies, with a preference for non‑exchange‑traded equity holdings alongside more conventional mutual fund exposures. Its advisory model supports fee arrangements by percentage of AUM, hourly engagement and fixed fees, which suggests a mix of ongoing portfolio relationships and project-based planning work for smaller client engagements. Investment activity indicates the firm uses separately managed accounts and pooled third‑party funds to access both public and private market opportunities. Advance Wealth Management Service, LLC is not an active ESG investor and does not operate as a multi‑state adviser, which points to a regional, client‑centric practice built around direct advisory relationships rather than institutional consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices