AVANTI WEALTH MANAGEMENT

AVANTI WEALTH MANAGEMENT of LONGWOOD, FL is an SEC-registered investment adviser (CRD 137322). Regulatory assets under management: $55.6M.

Registration

• CRD: 137322
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 137322 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search