$88.5M Total AUM
$88.5M Disc. AUM
-- 3Y CAGR
1 Employees
191 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Unison vitalFrontier +more
- Established Date
- 05-13-2019
- Office Locations
- 1
Office Locations
40 Pearl Street NW Suite 800 Grand Rapids MI
About Advance Wealth Management Service, LLC
Advance Wealth Management Service (AWMS) is a Grand Rapids, MI RIA delivering fiduciary, comprehensive financial planning and ongoing portfolio management. The team is led by an advisor with 20+ years’ experience and partners with clients to set realistic goals across life and legacy planning. Portfolios emphasize asset allocation using ETFs and public funds, with custody through Charles Schwab.
Team overview
49 AVG AGE
$88.5M AVG AUM / ADVISOR
$463.4K AVG AUM / CLIENT
7.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
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Asset Classes
Vital Capital Foundation Atlas insight Alpha Ridge pathway
Client Personas
Signal fusion
Custodian
Zenith
Investment Themes
Legacy summit Pioneer summit
Investment Vehicles
Wave Pathway
Platform
Vertex frontier
Services
Catalyst Timber bridge Horizon Ridge Momentum Element meridian Quantum Harbor horizon Insight Vertex atlas Meridian
Technology
Focus alpha Meridian Horizon
Owner & Executives
THADDEUS DWIGHT PHELPS
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #2859949
- Ownership
- Less than 5%
(456) 617-3137
bridge.capital@focuscapital.com
in linkedin.com/in/crest-eagle
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $88,512,667 | $118,563 |
| Non-Discretionary | $0 | -- |
| Total | $88,512,667 | $118,563 |
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Separately Managed Accounts
Total SMA Asset: $88,512,667
Equity - OTC:
23.3% Public Funds:
12.8% Equity - Exchange:
16.9% Private Funds:
21.2% Cash:
25.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,224,181,813 | 23.3% |
| Public Funds | $672,511,897 | 12.8% |
| Equity - Exchange | $887,925,865 | 16.9% |
| Private Funds | $1,113,847,830 | 21.2% |
| Cash | $1,355,531,794 | 25.8% |
| Total | $5,253,999,199 | 100.0% |