$75.0M Total AUM
$75.0M Disc. AUM
-- 3Y CAGR
1 Employees
136 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-29-2022
- Office Locations
- 1
Office Locations
17 Sylvan Street Suite 104 Rutherford NJ
About Avanti Wealth Management
Avanti Wealth Management is an independent, boutique RIA in Rutherford, NJ providing fiduciary financial planning and ongoing portfolio management for families and individuals. The firm builds goal-based portfolios across retirement accounts (IRA/401(k)) using ETFs alongside stocks and bonds, with a disciplined rebalancing approach. Fee-based and non-proprietary, and custody is held at Charles Schwab.
Team overview
-- AVG AGE
$75.0M AVG AUM / ADVISOR
$551.8K AVG AUM / CLIENT
3.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Alpha Legacy Beacon
Client Personas
Alpha
Custodian
Foundation bridge Capital vector Vector Glacier pioneer Unison zenith Alpha Delta
Investment Themes
Meridian legacy Optima Horizon
Investment Vehicles
Signal
Services
Element crest Optima pathway Element Eagle Peak Crest Timber North Element Alpha beacon
Owner & Executives
PASQUALE PISANI
Chief Compliance Officer, Wealth Manager
- CRD
- #2765744
- Ownership
- 75% or more
(244) 784-3850
harbor.pathway@pioneercapital.com
in linkedin.com/in/wave-crest
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,048,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $75,048,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $75,048,000
Equity - Exchange:
8.1% Cash:
29.1% U.S. Government/Agency:
13.7% Corporate - Investment Grade:
28.1% Municipal Bonds:
21.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $316,534,749 | 8.1% |
| Cash | $1,137,180,394 | 29.1% |
| U.S. Government/Agency | $535,373,588 | 13.7% |
| Corporate - Investment Grade | $1,098,102,030 | 28.1% |
| Municipal Bonds | $820,645,646 | 21.0% |
| Total | $3,907,836,407 | 100.0% |