Advize Wealth Management

RIASEC Registered

Total AUM

$68.7M

Discretionary

$66.8M

97% of AUM

Avg account

$230K

Accounts

299

Employees

Advisory reps

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: HNWI53.28%
Individuals43.99%
Pension & Profit Sharing Plans2.73%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Advize Wealth Management is an independent, individual-owned registered investment adviser operating as an LLC that serves individual and family clients. The firm functions as a capital allocator and offers a mix of financial planning and portfolio management for individuals and small businesses, along with pension consulting and manager selection services. Fee arrangements include asset-based percentage fees, fixed fees, and commission-based charges. The firm does not identify as an active ESG investor and is not positioned as a multi-state adviser.