Advantage Wealth Partners

RIASEC Registered

Total AUM

$675M

Discretionary

$675M

100% of AUM

Avg account

$374K

Accounts

1,804

Employees

Advisory reps

Firm details

Headquarters: Fort Myers, Florida
CRD number: 329635
Registered since: February 8, 2024
Website: advantageretirementgroup.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI67.76%
Individuals28.44%
Pension & Profit Sharing Plans2.27%
Corporations / Businesses1.54%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Advantage Wealth Partners is an independent limited liability company that operates as a registered investment adviser. The firm became SEC-registered in 2024. Ownership is listed as a mix of a domestic entity and an individual. The business models itself as a capital allocator for both individual and family clients and institutional relationships, billing primarily as a percentage of assets under management. Advisory capabilities include comprehensive financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. The firm identifies industry affiliations with another investment adviser and with an insurance company. It does not position itself as an active ESG investor.