$58.7M Total AUM
$56.6M Disc. AUM
-- 3Y CAGR
1 Employees
55 ADV. Clients
1 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-05-2025
- Office Locations
- 1
Office Locations
300 SE 2ND Street Suite 600 Fort Lauderdale FL
About Avance Private Wealth LLC
Avance Private Wealth LLC is a Fort Lauderdale-based RIA. The firm has been operating for 1 years. Managing $58.7M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Business Succession, Charitable Giving, Equity Compensation.
Team overview
-- AVG AGE
$58.7M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
1.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Pathway element Vital Foundation signal Prime Fusion momentum
Client Personas
Fusion quantum Pathway
Custodian
Prime Meridian wave Pathway timber Meridian north Vertex ember
Investment Themes
Foundation atlas Beacon summit North peak
Investment Vehicles
Signal
Platform
Capital optima
Services
Harbor beacon Delta Alpha unison Horizon legacy Wave Oak Glacier Focus alpha Momentum Summit harbor Crest momentum Alpha Value pathway
Owner & Executives
ADAM ANTHONY VEGA
Chief Compliance Officer
- CRD
- #5780322
- Ownership
- Less than 5%
(373) 642-6299
oak.oak@radialcapital.com
in linkedin.com/in/bridge-glacier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $56,629,330 | -- |
| Non-Discretionary | $2,029,990 | -- |
| Total | $58,659,320 | -- |
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Separately Managed Accounts
Total SMA Asset: $58,659,320
Equity - Exchange:
18.8% Corporate - Investment Grade:
6.0% Public Funds:
19.4% Cash:
21.2% Equity - OTC:
7.5% Municipal Bonds:
5.4% U.S. Government/Agency:
21.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $917,888,859 | 18.8% |
| Corporate - Investment Grade | $292,943,253 | 6.0% |
| Public Funds | $947,183,185 | 19.4% |
| Cash | $1,035,066,160 | 21.2% |
| Equity - OTC | $366,179,066 | 7.5% |
| Municipal Bonds | $263,648,928 | 5.4% |
| U.S. Government/Agency | $1,059,478,098 | 21.7% |
| Total | $4,882,387,549 | 100.0% |