ADVISOR SHARE WEALTH MANAGEMENT, LLC

Overview

Advisor Share Wealth Management, LLC is an independent RIA that acts as a capital allocator for a mix of individual, family and institutional clients. The firm combines discretionary portfolio management with financial planning and selection of outside advisers, and it lists active ESG investing among its stated preferences. Fee arrangements are varied—percentage of AUM plus hourly and fixed-fee options—allowing flexibility across household and institutional relationships. As an SEC-registered adviser (registered in 2023) the firm positions itself to manage portfolios across liquid public markets while also allocating to third‑party alternative managers where appropriate. Investment activity centers on an equity-first posture: exchange-traded equities are the dominant sleeve of assets, supported by mutual funds and corporate debt in public markets. On the alternatives side the firm uses external managers across private equity, hedge funds, real estate, commodities and oil & gas, indicating a multi-vehicle approach to sourcing return and diversification. Advisory capabilities include pension consulting and manager selection, which supports a blended client base spanning wealthy individuals, small businesses and institutional accounts.

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Public Holdings

Investments & Alternatives

Location & Offices