Advize Wealth Management
Firm details
- Headquarters
- Rochester, Michigan
- CRD number
- 297380
- Website
- www.advizewealth.com
- Custodians
- BETTERMENT, CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Commissions
- Client types
- Individuals53.08%
- HNWI44.4%
- Pension & Profit Sharing Plans2.52%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Advize Wealth Management is an independent, individual-owned RIA operating as a limited liability company that serves individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, offers pension consulting services, and acts as a capital allocator by selecting third-party managers on behalf of clients. Its fee mix includes a percentage of assets under management, fixed fees, and commissions. The firm does not position itself as an ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
1 of 1
Colin Overweg
CEO and Founder, Financial AdvisorCRD 6405769
Contacts
1 of 1
Scott Nicholson
Investment Adviser RepresentativeCRD 1862660
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Rochester, MI
Oakland
Location
Rochester, MI
Headquartered in Rochester, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 429 S Main St
- Time zone
- ET (UTC-5)
- Office locations
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