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- Custodian
- Capital Group · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-19-2020
- Office Locations
- 42
Office Locations
About Advisor Share Wealth Management, LLC
Advisor Share Wealth Management, LLC is an RIA focused on comprehensive financial planning—especially keeping estate plans current—paired with multi-manager model portfolios across conservative, moderate, and growth risk profiles. The firm uses a four-step risk assessment (risk appetite, capacity, current-portfolio risk, then model selection) to align recommendations with client needs, and custodians assets with Charles Schwab & Co.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
BLAIR BRUCE SCHADLER
Advisor, Chief Operations Officer, Owner
- CRD
- #2537773
- Ownership
- 25% but less than 50%
JEFFREY ANDREW SMITH
Chief Compliance Officer
- CRD
- #4926961
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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TONY LEE ADKISON
--
- CRD
- #5860007
ARTHUR JOHN BERNADUCCI
--
- CRD
- #2298476
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- CRD
- #66769
Showing 2 of 45 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $376,943,321 | $148,931 |
| Non-Discretionary | $0 | -- |
| Total | $376,943,321 | $148,931 |
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Separately Managed Accounts
Total SMA Asset: $376,943,321
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $652,630,599 | 21.2% |
| Public Funds | $587,983,229 | 19.1% |
| Corporate - Investment Grade | $338,629,085 | 11.0% |
| Cash | $791,160,680 | 25.7% |
| U.S. Government/Agency | $437,139,364 | 14.2% |
| Equity - OTC | $270,903,267 | 8.8% |
| Total | $3,078,446,224 | 100.0% |