ADVISOR SHARE WEALTH MANAGEMENT, LLC

13215 Se Mill Plain Blvd
Suite C8-321
Vancouver, Washington 98684
Tel: 866-232-3251

About ADVISOR SHARE WEALTH MANAGEMENT, LLC

ADVISOR SHARE WEALTH MANAGEMENT, LLC, formally registered with the SEC as ADVISOR SHARE WEALTH MANAGEMENT, LLC. The firm was established in 01/03/2023. They have over 22 offices throughout the country.

ADVISOR SHARE WEALTH MANAGEMENT, LLC is a Vancouver, Washington based Financial Planning firm with nearly $48,003,023 assets under management, offering retirement planning & investment advisory services to 207 clients. The firm is staffed with 24 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	307997
SEC#	801-127122
Assets Managed by Firm	$48,003,023
No. of Clients	207
No. of Advisors	24

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (INVESTMENT PLATFORM FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (COMPREHENSIVE ASSET MANAGEMENT PLATFORM PROVIDER)

Firm Client Information

	No. of Clients	AUM
Firm Total	207	$48,003,023
Individuals (other than high net worth individuals)	199	$22,416,973
High net worth individuals	6	$22,186,050
Pension and profit sharing plans	Fewer than 5 clients	$3,000,000
Corporations or other businesses	Fewer than 5 clients	$400,000

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Firm Name	Assets Under Management	Total Clients	Total Advisors

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