Advanta Wealth Management

Overview

Advanta Wealth Management is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individuals and families, providing financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Its billing mixes percentage-of-AUM fees with fixed-fee engagements. Advanta identifies itself as a capital allocator and uses third-party managers to access some strategies. It does not position itself as an ESG-focused adviser and is not flagged as a multi-state or newly formed firm.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices