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ADVANTAGE WEALTH PARTNERS

FORT MYERS, FL · CRD 329635 · IAPD ↗ · advantagewealthpartners.com · 239-561-1155

$675.5MRegulatory AUM
4Advisory reps
10Employees
0Clients
More than 500Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
April 2026 — ADVANTAGE WEALTH PARTNERS changed its website from advantageretirementgroup.com to advantagewealthpartners.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
April 2026 — ADVANTAGE WEALTH PARTNERS notice-filed in DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2026 — ADVANTAGE RETIREMENT GROUP is now doing business as ADVANTAGE WEALTH PARTNERS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
64
April 2026 — ADVANTAGE WEALTH PARTNERS reported RAUM up 30% ($518.3M -> $675.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2026 — ADVANTAGE WEALTH PARTNERS now reports custody of client assets ($371.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
79
April 2026 — ADVANTAGE WEALTH PARTNERS reports More than 500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
August 2025 — ADVANTAGE RETIREMENT GROUP notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2025 — ADVANTAGE RETIREMENT GROUP crossed $500M in regulatory AUM ($459.0M -> $518.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
73
July 2024 — ADVANTAGE RETIREMENT GROUP's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
42
May 2024 — ADVANTAGE RETIREMENT GROUP notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
March 2024 — ADVANTAGE RETIREMENT GROUP (FORT MYERS, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 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.