CRD: 301177
Advenire Wealth Management
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 09-11-2019
- Office Locations
- 2
Office Locations
About Advenire Wealth Management
Advenire Wealth Management is a Colorado Springs-based wealth management and financial planning firm serving clients at major financial transitions—entrepreneurs exiting businesses, real estate investors reinvesting, retirees realigning, and families navigating inheritance and legacy goals. They provide investment management plus retirement/financial, tax, real estate, business-exit, and legacy planning. Portfolios may use ETFs, public and private funds, and bonds; custody includes Schwab. Provides a written fiduciary oath.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 139 clients, or 69.5 clients per representative. That equates to $651.0K in reported AUM per client.
The profile lists 2 reported office locations and 7 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
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- Technology
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Owner & Executives
ANTONIA MILO VAUGHN
Chief Operating Officer, Director Of Client Relations
- CRD
- #5444122
- Ownership
- 50% but less than 75%
EARL FRANKLIN VAUGHN III
Chief Compliance Officer, Chief Executive Officer
- CRD
- #5836131
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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KELLY DAWN IKENBERRY
--
- CRD
- #4831995
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $90,482,548 | -- |
| Non-Discretionary | $0 | -- |
| Total | $90,482,548 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Advenire Wealth Management has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.