AVANTI WEALTH MANAGEMENT

AVANTI WEALTH MANAGEMENT of RUTHERFORD, NJ is an SEC-registered investment adviser (CRD 319737). Regulatory assets under management: $75.0M.

Registration

• CRD: 319737
• Type: Registered investment adviser
• Location: 17 SYLVAN STREET, RUTHERFORD, NJ, 07070
• Phone: 201-729-3777
• Latest filing: 2026-03-16
• Regulatory AUM: $75.0M
• Discretionary AUM: $75.0M
• Clients: 1
• Accounts: 360

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 319737 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search