ADVANTAGE WEALTH ADVISORS

3189 Danville Blvd. Suite 280
Alamo, California 94507
Tel: (925) 837-1600

About ADVANTAGE WEALTH ADVISORS

ADVANTAGE WEALTH ADVISORS, formally registered with the SEC as ADVANTAGE WEALTH ADVISORS. The firm was established in 07/06/2023. They have over 4 offices throughout the country.

ADVANTAGE WEALTH ADVISORS is a Alamo, California based Financial Planning firm with nearly $136,450,000 assets under management, offering retirement planning & investment advisory services to 215 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	280028
SEC#	801-128284
Assets Managed by Firm	$136,450,000
No. of Clients	215
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	215	$136,450,000
Individuals (other than high net worth individuals)	207	$109,650,000
High net worth individuals	8	$26,800,000

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