ADVISOR SHARE WEALTH MANAGEMENT, LLC

ADVISOR SHARE WEALTH MANAGEMENT, LLC of VANCOUVER, WA is an SEC-registered investment adviser (CRD 307997). Regulatory assets under management: $376.9M.

Registration

Business model

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

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.

Officers, owners & control persons (13)

NameRoleLocation
Jeffrey Andrew SmithCHIEF COMPLIANCE OFFICERHumacao, PR
Blair Bruce SchadlerOWNER; CHIEF COMPLIANCE OFFICER; OWNER; CHIEF OPERATIONS OFFICER
Roccy Michael DefrancesoMANAGER; TRUSTEE
Joseph Merrell MaasOWNER
Daniel W McdonaldOWNER
Roccy Mitchell DefrancesoOWNER
Lauren Angelina DefrancesoOWNER
MAAS JOSEPH MERRELLOWNER
DEFRANCESO ROCCY MICHAELMANAGER; TRUSTEE
DEFRANCESO ROCCY MITCHELLOWNER
DEFRANCESO LAUREN ANGELINAOWNER
SCHADLER BLAIR BRUCEOWNER; CHIEF COMPLIANCE OFFICER
McDonald Daniel WOWNER

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