Advantage Wealth Partners
Firm details
- Headquarters
- Fort Myers, Florida
- CRD number
- 329635
- Registered since
- February 8, 2024
- Website
- advantageretirementgroup.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI67.76%
- Individuals28.44%
- Pension & Profit Sharing Plans2.27%
- Corporations / Businesses1.54%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Advantage Wealth Partners LLC is an independent registered investment adviser that came under SEC registration in 2024 and describes itself as a capital allocator. The firm serves both individual and family clients as well as institutional accounts and charges fees based on a percentage of assets under management. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, and the selection of third‑party managers. The firm reports industry relationships with another investment adviser and an insurance company. It does not identify as an active ESG investor and is not registered as a multi‑state 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
- Exchange Traded Equities53%
- Public Funds/Mutual Funds37%
- Investment Grade Corp Bonds7%
- Cash & Cash Equivalents3%
Contacts
3 of 6
Alfred Tounjian
Founder and PresidentCRD 3048792
David Antonucci
Financial AdvisorCRD 7267538
Dustin Meza
Registered RepresentativeCRD 4265066
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 351Active vs passive
$193M in ETFs
61%
$118M
30%
$74.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST GROWTH STRENGTH ETF (FTGS) | First Trust | Passive | Large Growth | $38.5M | 1,039,494 | 19.94% |
Location
Fort Myers, FL
Lee
Location
Fort Myers, FL
Headquartered in Fort Myers, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.
- Metro area
- Cape Coral-Fort Myers-Naples, FL
- Region
- South
- County
- Lee
- Address
- 8870 Daniels Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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