ADVANTAGE WEALTH PARTNERS

Overview

Advantage Wealth Partners is an independent registered investment adviser that positions itself as a capital allocator for both individual and institutional clients. The firm charges a percentage-of-AUM fee and provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers — indicating a mix of in-house portfolio construction and outsourced manager relationships. Their stated preference is equities, with a large portion of client capital deployed to exchange-traded securities, and they operate with full discretion over the assets they manage. The firm is not an active ESG investor and is not registered as a multi-state adviser. As a capital allocator that uses third-party managers, Advantage Wealth Partners blends direct equity exposures (including exchange-traded instruments) with external mutual fund and hedge fund relationships to implement its strategies.

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Public Holdings

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Location & Offices