AVANTI WEALTH MANAGEMENT

Overview

Avanti Wealth Management is an independent, owner-operated registered investment adviser that serves individuals and families. The firm emphasizes equity-centered portfolios, allocating the majority of client assets to exchange-traded equities while supplementing core equity exposure with third-party mutual funds and annuities where appropriate. Service offerings center on financial planning, portfolio management for individuals and small businesses, and pension consulting services. Compensation is primarily fee-based (percentage of AUM) with hourly fees used for planning or advisory work. The firm is not positioned as an ESG-focused manager and does not report multi-state adviser status. It operates as an independent RIA rather than a capital allocator, relying on external managers and custodial platforms to implement client strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices