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AVANT MANAGEMENT LLC

DENVER, CO · CRD 330991 · IAPD ↗ · 720-746-5053

$449.0MRegulatory AUM
8Advisory reps
8Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

33
April 2026 — AVANT MANAGEMENT LLC reported RAUM down 47% ($852.2M -> $449.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
55
April 2025 — AVANT MANAGEMENT LLC crossed $500M in regulatory AUM ($331.6M -> $852.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
83
June 2024 — AVANT MANAGEMENT LLC (DENVER, CO) is newly SEC-registered with $331.6M RAUM and 8 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.