CRD: 301177
Advenire Wealth Management
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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