Avant Wealth Management, LLC

Overview

Avant Wealth Management, LLC is a small independent RIA that serves individual and family clients with a mix of financial planning, discretionary portfolio management and adviser selection services. The firm operates as a capital allocator and leans heavily toward exchange‑traded equities for core portfolios, using a combination of fee models (percentage of AUM, hourly and fixed fees) and insurance brokerage where relevant. With a client base concentrated among a small number of households, the firm favors liquid, equity‑centric solutions for portfolio construction while retaining the ability to direct capital into a range of third‑party alternative strategies when client objectives call for diversification or income generation. The advisory mandate emphasizes customization for individuals and small businesses. Avant Wealth Management provides direct portfolio management as well as selection and oversight of outside managers, which allows it to blend internally managed equity exposures with externally managed alternative fund allocations and insurance solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices