AVANCE PRIVATE WEALTH LLC

AVANCE PRIVATE WEALTH LLC is an SEC-registered investment adviser (CRD 336103). Regulatory assets under management: $58.7M.

Registration

• CRD: 336103
• Type: Registered investment adviser
• Phone: (980) 326-2259
• Latest filing: 2026-03-23
• Regulatory AUM: $58.7M
• Discretionary AUM: $56.6M
• Non-discretionary AUM: $2.0M
• Clients: 1
• Accounts: 200

Business model

Compensation: % of AUM, Hourly, Fixed.

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 336103 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search