$3.5M Total AUM
$3.5M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-25-2020
- Office Locations
- 1
Office Locations
-- Smiths Grove KY
About Avant-Garde Wealth
Avant-Garde Wealth is a Smiths Grove, KY registered investment adviser providing financial and investment planning, including tax, estate/legacy and insurance planning, with a stated focus on entrepreneurs. Portfolios are implemented primarily with ETFs, with Schwab as the listed custodian.
Team overview
34 AVG AGE
$3.5M AVG AUM / ADVISOR
$292.4K AVG AUM / CLIENT
5.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
SABINA SMAILHODZIC LEWIS
Chief Compliance Officer, Financial Planner, Founder
- CRD
- #6208490
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,509,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,509,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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