Advanta Wealth Management

Overview

Advanta Wealth Management is an independent, privately owned registered investment adviser that focuses on individuals and families. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and selects third‑party advisers on behalf of clients. It operates as a capital allocator, directing client assets to external managers when appropriate. Fee arrangements combine a percentage of assets under management with fixed fees. Advanta does not identify itself as an active ESG investor and is not set up as a multi‑state or pension consultant practice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices