ADVOWEALTH ADVISORS, LLC

Overview

Advowealth Advisors, LLC is an independent registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. The firm combines financial planning with portfolio management for individuals and small businesses, pension consulting and the selection of third‑party advisers. Its business model supports both advisory relationships where Advowealth has discretion and relationships where clients retain decision authority. Investment activity centers on public mutual funds and other pooled vehicles, and the firm also allocates to external alternative managers. Fee arrangements include a percentage of AUM as well as hourly and fixed‑fee engagements, which lets Advowealth serve a mix of ongoing wealth management clients and project‑based planning or consulting clients. The adviser’s role as a selector of other advisers and managers suggests a multi‑manager approach for tailored client solutions rather than concentrating on proprietary investment products.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices