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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- North vertexUnison +more
- Established Date
- 08-16-2016
- Office Locations
- 2
Office Locations
About Advanced Wealth Management
Advanced Wealth Management, LLC is an independent Florida-registered RIA based in Sarasota providing discretionary, goal-aligned investment management and planning on a negotiated flat-fee or fee basis. Client focus includes retail investors such as business owners, retirees, and physicians. Portfolios are primarily ETF-based, with accounts custodied at Charles Schwab.
Team overview
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Owner & Executives
ANTONIO PEDRO GOMES
Chief Compliance Officer, Chief Executive Officer, DIRECTOR, Managing Member
- CRD
- #4601477
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
CHARLES GYUDE BRYANT III
--
- CRD
- #5346404
DERRICK KYLE HOBBS
Founder
- CRD
- #5386724
Zenith ember
Delta horizon eagle
- CRD
- #77014
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $110,740,116 | -- |
| Non-Discretionary | $0 | -- |
| Total | $110,740,116 | -- |
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Separately Managed Accounts
Total SMA Asset: $110,740,116
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $55,082,709 | 17.2% |
| Equity - Exchange | $56,683,951 | 17.7% |
| Cash | $61,167,427 | 19.1% |
| Private Funds | $50,278,985 | 15.7% |
| Equity - OTC | $38,429,797 | 12.0% |
| Other | $58,605,442 | 18.3% |
| Total | $320,248,311 | 100.0% |