# AVANTI WEALTH MANAGEMENT

AVANTI WEALTH MANAGEMENT of LONGWOOD, FL is an SEC-registered investment adviser.

## Registration

- CRD: 137322
- Type: SEC-registered investment adviser
- Location: 110 CROWN OAK CENTRE DRIVE, LONGWOOD, FL, 32750-6166
- Phone: 407-331-7330
- Latest filing: 2026-03-16
- Regulatory AUM: $55.6M
- Discretionary AUM: $55.6M
- Clients: 3
- Accounts: 214

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pensions, Charities, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/137322/brochure
- Similar advisers: https://search.stillhousedata.com/firm/137322/similar
- Related entities: https://search.stillhousedata.com/firm/137322/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/137322

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.