Avant-Garde Wealth
Firm details
- Headquarters
- ,
- CRD number
- 308170
- Website
- www.a-gwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Avant-Garde Wealth operates as an independent registered investment adviser organized as an LLC and owned by an individual. Its client roster is focused on individuals and families, and the firm provides a mix of financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars or workshops. Compensation comes through a combination of asset-based fees, hourly charges, and fixed-fee engagements. The firm does not position itself as a capital allocator, is not an active ESG investor, and does not identify as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds96%
- Cash & Cash Equivalents3%
- Exchange Traded Equities1%
Contacts
1 of 1
Sabina Lewis
Founder & Financial PlannerCRD 6208490
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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