Advisor Share Wealth Management, LLC

RIASEC RegisteredEst. 2023

Total AUM

$377M

Discretionary

$377M

100% of AUM

Avg account

$149K

Accounts

2,531

Employees

Advisory reps

Firm details

Headquarters: Vancouver, Washington
CRD number: 307997
Registered since: January 3, 2023
Website: peaceofmindfinancialplanning.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals40.85%
HNWI30.64%
Other Investment Advisers27.08%
Pension & Profit Sharing Plans1.33%
Corporations / Businesses0.11%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Advisor Share Wealth Management, LLC is an independent Registered Investment Adviser organized as an LLC and registered with the SEC in 2023. The firm positions itself as a capital allocator serving both individual/family clients and institutional accounts. Its advisory services span financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and selection of other advisers. Fee arrangements are flexible and include a percentage of AUM, hourly billing, fixed fees and other fee structures. The firm identifies as an active ESG investor and lists industry affiliations that include other investment advisers, insurance companies, real estate brokers and roles as sponsor/GP/managing member of pooled investment vehicles.