CRD: 140034
Advowealth Advisors, LLC
Reno, NV, 89501
7759965672
$53.5M Total AUM
$14.0M Disc. AUM
-- 3Y CAGR
2 Employees
174 ADV. Clients
20 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist ยท Empower
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-05-2006
- Office Locations
- 2
Office Locations
201 W Liberty Street Suite 207 Reno NV
-- Reno NV
About Advowealth Advisors, LLC
Advowealth Advisors, LLC is a Reno-based RIA with 2 offices. The firm has been operating for 20 years. Managing $53.5M in total assets under management, with 2 advisory representatives. They custody assets with Altruist and Empower. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$26.8M AVG AUM / ADVISOR
$307.5K AVG AUM / CLIENT
12.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
20yrs Firm Age
Insights
Unlock to compare peer behavior around summit glacier.
Unlock to compare peer behavior around peak frontier.
Unlock to see real insight on unison horizon vector.
Premium access reveals conviction themes in vector delta eagle.
Unlock to compare peer behavior around timber summit.
Premium access reveals conviction themes in vector frontier vertex.
Upgrade to reveal position-level detail across zenith alpha.
See the complete signal summary connected to delta.
Asset Classes
Signal Beacon Alpha Vertex summit
Client Personas
Ridge
Investment Themes
Catalyst insight Frontier Atlas
Investment Vehicles
Meridian vector Element
Platform
Harbor meridian
Services
Oak Alpha Meridian Prime Eagle radial Ridge unison Alpha matrix Delta
Owner & Executives
JONATHON CHRISTOPHER OLIVAS
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #5456087
- Ownership
- 50% but less than 75%
(266) 977-4666
ember.momentum@optimacapital.com
in linkedin.com/in/vertex-peak
T
THOMAS G PRUTZMAN
Managing Member, Wealth Advisor
- CRD
- #2751923
- Ownership
- 50% but less than 75%
(258) 314-4703
eagle.radial@catalystcapital.com
in linkedin.com/in/oak-zenith
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,965,885 | -- |
| Non-Discretionary | $39,546,763 | -- |
| Total | $53,512,648 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $53,512,648
Public Funds:
37.1% Equity - Exchange:
43.7% Cash:
19.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,972,509,103 | 37.1% |
| Equity - Exchange | $2,323,413,688 | 43.7% |
| Cash | $1,020,813,337 | 19.2% |
| Total | $5,316,736,128 | 100.0% |