CRD: 301177
Advenire Wealth Management
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- 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
Explore the complete firm intelligence record
AdvizorPro subscribers can review Advenire Wealth Management's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Advenire Wealth Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
Unlock allContacts
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 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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.