Advisor Share Wealth Management, LLC

RIASEC RegisteredEst. 2023

Total AUM

$377M

Discretionary

$377M

100% of AUM

Avg account

$149K

Accounts

2,531

Employees

Advisory reps

Firm details

Headquarters: Vancouver, Washington
CRD number: 307997
Registered since: January 3, 2023
Website: peaceofmindfinancialplanning.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals40.85%
HNWI30.64%
Other Investment Advisers27.08%
Pension & Profit Sharing Plans1.33%
Corporations / Businesses0.11%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Advisor Share Wealth Management, LLC is an independent, SEC-registered registered investment adviser that began SEC registration in 2023 and identifies itself as a capital allocator for both individual/family and institutional clients. The firm provides a mix of financial planning and portfolio management services for individuals, small businesses and institutions, plus pension consulting and selection of other advisers. Fee arrangements are flexible and include asset-based fees, hourly charges, fixed fees and other structures. The adviser reports active ESG investing practices and maintains relationships with other investment advisers, insurance companies, real estate brokers and entities that sponsor or manage pooled investment vehicles.