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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-09-2020
- Office Locations
- 1
Office Locations
About Adventure Wealth Advisors
Adventure Wealth Advisors is an independent RIA focused on Accenture Managing Directors nationwide, providing financial planning and investment management tailored to Accenture’s complex compensation. The firm coordinates planning with partnered tax preparation and estate planning to keep advice integrated. Portfolios are implemented primarily with ETFs, with custody relationships including Schwab and Fidelity.
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Owner & Executives
Daniel Scott Meyers
Chief Compliance Officer, Financial Planner, Investment Advisor, Owner
- CRD
- #7216680
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,398,928 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,398,928 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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