AVANTI WEALTH MANAGEMENT

Overview

Avanti Wealth Management is an independent registered investment adviser that acts as a capital allocator for both individual and institutional clients. The firm focuses on financial planning, discretionary portfolio management for individuals and small businesses, selection of outside advisers, and offers pension consulting services. Fee arrangements are flexible and include asset-based fees, hourly charges, fixed fees and other fee structures, which suggests they tailor billing to client needs rather than relying on a single pricing model. Investment positioning is conservative-to-moderate in implementation: the bulk of client assets are held in public mutual funds and pooled vehicles, but the firm also uses separate managed accounts where appropriate. Avanti is not an active ESG investor according to its disclosures and is not registered as a multi-state adviser, indicating a client base concentrated within a limited geographic footprint. The firm operates with discretionary authority over its reported assets, allowing portfolio managers to implement strategy without needing prior client approval for each trade.

Assets & Accounts

Investments & Alternatives

Location & Offices