A
CRD: 135092
Advantage Wealth Management, L.l.c.
$4.9M Total AUM
$4.9M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-29-2005
- Office Locations
- 1
Office Locations
100 Asma Boulevard Suite 203 Lafayette LA
About Advantage Wealth Management, L.l.c.
Advantage Wealth Management, L.L.C. is a Lafayette, Louisiana RIA serving retail clients with investment management and portfolio construction, alongside insurance/life insurance and business succession planning. Portfolios are primarily ETF-based. The firm is registered to provide advisory services in Louisiana and Texas and uses major custodians such as Charles Schwab.
Team overview
-- AVG AGE
$4.9M AVG AUM / ADVISOR
$243.8K AVG AUM / CLIENT
20.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Custodian
Timber momentum
Investment Vehicles
Oak Element
Services
Delta Oak crest Harbor Ridge vital Foundation
Owner & Executives
T
THERESA MARIE AGUILLARD
Advisor, Managing Member
- CRD
- #4170771
- Ownership
- 75% or more
(911) 873-7068
frontier.summit@frontiercapital.com
in linkedin.com/in/radial-vertex
Showing 1 of 1 owners & executives
Unlock allContacts
G
GARY PAUL MCGEE
Advisor
- CRD
- #4171082
(852) 575-4359
pioneer.horizon@radialcapital.com
in linkedin.com/in/pioneer-zenith
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,875,454 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,875,454 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,875,454
Equity - Exchange:
16.3% Cash:
32.1% Corporate - Investment Grade:
21.2% Municipal Bonds:
30.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,294,431,373 | 16.3% |
| Cash | $2,549,156,263 | 32.1% |
| Corporate - Investment Grade | $1,683,554,915 | 21.2% |
| Municipal Bonds | $2,414,154,217 | 30.4% |
| Total | $7,941,296,768 | 100.0% |