A
CRD: 326877
Advanta Wealth Management
Lynchburg, VA, 24504
4342550255
$63.8M Total AUM
$63.8M Disc. AUM
-- 3Y CAGR
3 Employees
68 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-08-2023
- Office Locations
- 1
Office Locations
828 Main ST Suite 1601 Lynchburg VA
About Advanta Wealth Management
Advanta Wealth Management is a Lynchburg-based RIA. The firm has been operating for 2 years. Managing $63.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$63.8M AVG AUM / ADVISOR
$937.9K AVG AUM / CLIENT
1.4 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Horizon quantum Focus pathway Unison
Investment Themes
Pioneer crest Capital North peak
Investment Vehicles
Capital
Platform
Horizon
Services
Meridian Delta North Unison atlas Signal Vertex
Owner & Executives
J
JAMES L. SPICKARD
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #4832559
- Ownership
- 75% or more
(253) 821-9714
pathway.optima@deltacapital.com
in linkedin.com/in/frontier-matrix
Showing 1 of 1 owners & executives
Unlock allContacts
J
John Matthew Kunda Jr
--
- CRD
- #8273810
(574) 799-4070
foundation.fusion@signalcapital.com
in linkedin.com/in/horizon-capital
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,775,111 | -- |
| Non-Discretionary | $0 | -- |
| Total | $63,775,111 | -- |
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Separately Managed Accounts
Total SMA Asset: $63,775,111
Equity - Exchange:
44.8% Public Funds:
33.7% Cash:
21.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,463,520,616 | 44.8% |
| Public Funds | $1,100,907,249 | 33.7% |
| Cash | $702,359,225 | 21.5% |
| Total | $3,266,787,090 | 100.0% |