ADVANTA WEALTH MANAGEMENT

ADVANTA WEALTH MANAGEMENT of LYNCHBURG, VA is an SEC-registered investment adviser (CRD 326877). Regulatory assets under management: $63.8M.

Registration

• CRD: 326877
• Type: Registered investment adviser
• Location: 828 MAIN ST, LYNCHBURG, VA, 24504
• Phone: 434-255-0255
• Latest filing: 2026-07-28
• Regulatory AUM: $63.8M
• Discretionary AUM: $63.8M
• Clients: 3
• Accounts: 66

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 326877 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search