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ADVANCED WEALTH MANAGEMENT

SARASOTA, FL · CRD 284438 · IAPD ↗ · 941-451-8512

$110.7MRegulatory AUM
3Advisory reps
4Employees
0Clients
1-10Planning clients
0Private funds
3States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
September 2026 — ADVANCED WEALTH MANAGEMENT notice-filed in NH, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
August 2026 — ADVANCED WEALTH MANAGEMENT (SARASOTA, FL) is newly SEC-registered with $110.7M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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