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 registered investment adviser organized as a limited liability company and registered with the SEC in 2023. The firm serves both individual and family clients as well as institutional accounts and describes itself as a capital allocator that selects and places capital with external managers in addition to managing portfolios directly. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and the selection of other advisers. The firm reports an active ESG investing posture and offers a mix of fee arrangements, including percentage-of-AUM, hourly, fixed-fee, and other billing structures.