← Tributary

ADVISOR SHARE WEALTH MANAGEMENT, LLC

VANCOUVER, WA · CRD 307997 · IAPD ↗ · advisorsharewm.com · 866-232-3251

$376.9MRegulatory AUM
41Advisory reps
47Employees
0Clients
1-10Planning clients
0Private funds
34States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
October 2026 — ADVISOR SHARE WEALTH MANAGEMENT, LLC notice-filed in NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
April 2026 — ADVISOR SHARE WEALTH MANAGEMENT, LLC reported RAUM up 104% ($185.2M -> $376.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
46
December 2025 — ADVISOR SHARE WEALTH MANAGEMENT, LLC notice-filed in DE, ID, MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
June 2025 — ADVISOR SHARE WEALTH MANAGEMENT, LLC notice-filed in CO, KY, MA, NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
April 2025 — ADVISOR SHARE WEALTH MANAGEMENT, LLC notice-filed in SC, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — ADVISOR SHARE WEALTH MANAGEMENT, LLC added office(s): 21 -> 35 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2025 — ADVISOR SHARE WEALTH MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2025 — ADVISOR SHARE WEALTH MANAGEMENT, LLC reported RAUM up 286% ($48.0M -> $185.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
78
April 2025 — ADVISOR SHARE WEALTH MANAGEMENT, LLC grew from 22 to 35 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
25
March 2025 — ADVISOR SHARE WEALTH MANAGEMENT, LLC changed its website from aswealthmanagement.com to advisorsharewm.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
March 2025 — ADVISOR SHARE WEALTH MANAGEMENT, LLC notice-filed in UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
February 2025 — ADVISOR SHARE WEALTH MANAGEMENT, LLC notice-filed in NY, OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
January 2025 — ADVISOR SHARE WEALTH MANAGEMENT, LLC notice-filed in AR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
December 2024 — ADVISOR SHARE WEALTH MANAGEMENT is now doing business as ADVISOR SHARE WEALTH MANAGEMENT, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
42
November 2024 — ADVISOR SHARE WEALTH MANAGEMENT notice-filed in MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
September 2024 — ADVISOR SHARE WEALTH MANAGEMENT notice-filed in KS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
August 2024 — ADVISOR SHARE WEALTH MANAGEMENT moved its main office from BELLEVUE, WA to VANCOUVER, WA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
42
June 2024 — ADVISOR SHARE WEALTH MANAGEMENT notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
May 2024 — ADVISOR SHARE WEALTH MANAGEMENT notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
46
April 2024 — ADVISOR SHARE WEALTH MANAGEMENT notice-filed in NE, NH, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2024 — ADVISOR SHARE WEALTH MANAGEMENT added office(s): 3 -> 21 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — ADVISOR SHARE WEALTH MANAGEMENT reported RAUM up 325% ($11.3M -> $48.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
April 2024 — ADVISOR SHARE WEALTH MANAGEMENT grew from 2 to 22 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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