Advanced Wealth Management

RIASEC RegisteredEst. 2026

Total AUM

$111M

Discretionary

$111M

100% of AUM

Avg account

$213K

Accounts

520

Employees

Advisory reps

Firm details

Headquarters: Sarasota, Florida
CRD number: 284438
Registered since: July 1, 2026
Website: boutiquefamilyofficecfo.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals52.41%
HNWI47.59%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Advanced Wealth Management is an independent, LLC-structured registered investment adviser that serves individual and family clients. The firm is SEC-registered (2026), owned by an individual, and is identified as a capital allocator—meaning it places client capital with external managers in addition to managing portfolios directly. Core service lines include financial planning, discretionary portfolio management for individuals and small businesses, selection and oversight of other advisers, and educational seminars and workshops. The firm also operates as an insurance broker and charges fees through a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Advanced Wealth Management is not an active ESG investor and is not designated as a multi-state adviser. It maintains multiple office locations.