ADVANTAGE WEALTH MANAGEMENT, L.L.C.

ADVANTAGE WEALTH MANAGEMENT, L.L.C. of LAFAYETTE, LA is an SEC-registered investment adviser (CRD 135092). Regulatory assets under management: $4.9M.

Registration

• CRD: 135092
• Type: Registered investment adviser
• Location: 2600 AMBASSADOR CAFFERY PKWY, LAFAYETTE, LA, 70506
• Phone: 337-210-1264
• Latest filing: 2025-03-27
• Regulatory AUM: $4.9M
• Discretionary AUM: $4.9M
• Clients: 1
• Accounts: 39

Business model

Compensation: % of AUM, Fixed, Commissions, Other.

Clients served: High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 135092 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search