AVANT-GARDE WEALTH

AVANT-GARDE WEALTH is an SEC-registered investment adviser (CRD 308170). Regulatory assets under management: $3.5M.

Registration

• CRD: 308170
• Type: Registered investment adviser
• Phone: 270-883-0155
• Latest filing: 2026-05-04
• Regulatory AUM: $3.5M
• Discretionary AUM: $3.5M
• Clients: 1
• Accounts: 32

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 308170 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search