ADVANTA WEALTH MANAGEMENT

Overview

Advanta Wealth Management is an independent RIA that serves individual and family clients with a fee model that mixes percentage-of-AUM and fixed fees. The firm acts as a capital allocator and focuses on customized portfolio management and financial planning for individuals and small businesses, and it also undertakes the selection of outside advisers when needed. Its investment activity shows a clear tilt toward publicly traded equities, with active use of exchange-traded vehicles to implement core exposures, while maintaining access to third-party alternative managers for diversification. Portfolios appear to be managed on a discretionary basis, reflecting a preference for liquid, tradable instruments alongside access to less liquid alternative strategies. The firm’s advisory practice emphasizes manager selection and constructing equity-heavy portfolios supported by complementary allocations to mutual funds and alternatives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices