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ADVANTAGE WEALTH ADVISORS

ALAMO, CA · CRD 280028 · IAPD ↗ · advantagewealth.com · (925) 837-1600

$136.4MRegulatory AUM
6Advisory reps
6Employees
0Clients
26-50Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
June 2025 — ADVANTAGE WEALTH ADVISORS (ALAMO, CA) left the SEC roster (was $136.4M RAUM, 6 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
60
June 2024 — ADVANTAGE WEALTH ADVISORS reported RAUM up 28% ($106.9M -> $136.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.