CRD: 329635
Advantage Wealth Partners
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-08-2024
- Office Locations
- 1
Office Locations
About Advantage Wealth Partners
Advantage Retirement Group is a Fort Myers/Naples, FL retirement planning firm serving people in or nearing retirement. The team builds customized plans spanning income, tax-efficient and legacy planning, asset protection, and growth strategies, and manages portfolios primarily with ETFs and public funds. Founder Alfie Tounjian authored "Making Waves in Retirement" and hosts the "Saving the Investor" TV/radio show.
Reported data analysis
What the numbers show
Between November 14, 2025 and March 11, 2026, reported AUM increased 30.3%, from $518.3M to $675.5M.
Across 3 reported observations, AUM increased 47.2% between November 5, 2024 and March 11, 2026, from $459.0M to $675.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 583 clients, or 145.8 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on March 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- Custodian
- Investment Themes
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- Services
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Owner & Executives
Dustin Meza
VP of Compliance
- CRD
- #4265066
- Ownership
- Less than 5%
ALFRED MICHAEL TOUNJIAN
Certified Financial Planner, Investment Adviser Representative, Managing Member, President
- CRD
- #3048792
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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David Joshua Antonucci
Financial Advisor
- CRD
- #7267538
Stephen Timothy Cully
Associate Advisor
- CRD
- #7495479
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $675,467,357 | $374,428 |
| Non-Discretionary | $0 | -- |
| Total | $675,467,357 | $374,428 |
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Separately Managed Accounts
SMA allocation detail is available
Advantage Wealth Partners has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Advantage Wealth Partners's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.