# ADVISOR SHARE WEALTH MANAGEMENT, LLC

ADVISOR SHARE WEALTH MANAGEMENT, LLC of VANCOUVER, WA is an SEC-registered investment adviser.

## Registration

- CRD: 307997
- Type: SEC-registered investment adviser
- SEC file number: 801-127122
- Location: 13215 SE MILL PLAIN BLVD, VANCOUVER, WA, 98684
- Phone: 866-232-3251
- Latest filing: 2026-08-06
- Regulatory AUM: $376.9M
- Discretionary AUM: $376.9M
- Clients: 47
- Accounts: 2,531

## Business model

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

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| Jeffrey Andrew Smith | CHIEF COMPLIANCE OFFICER | Humacao, PR |
| Blair Bruce Schadler | OWNER; CHIEF COMPLIANCE OFFICER; OWNER; CHIEF OPERATIONS OFFICER | — |
| Roccy Michael Defranceso | MANAGER; TRUSTEE | — |
| Joseph Merrell Maas | OWNER | — |
| Daniel W Mcdonald | OWNER | — |
| Roccy Mitchell Defranceso | OWNER | — |
| Lauren Angelina Defranceso | OWNER | — |
| MAAS JOSEPH MERRELL | OWNER | — |
| DEFRANCESO ROCCY MICHAEL | MANAGER; TRUSTEE | — |
| DEFRANCESO ROCCY MITCHELL | OWNER | — |
| DEFRANCESO LAUREN ANGELINA | OWNER | — |
| SCHADLER BLAIR BRUCE | OWNER; CHIEF COMPLIANCE OFFICER | — |
| McDonald Daniel W | OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/307997/brochure
- Similar advisers: https://search.stillhousedata.com/firm/307997/similar
- Related entities: https://search.stillhousedata.com/firm/307997/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/307997

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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.