$55.6M Total AUM
$55.6M Disc. AUM
-- 3Y CAGR
3 Employees
117 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Glacier legacyFoundation foundation
- Established Date
- 03-09-2006
- Office Locations
- 1
Office Locations
110 Crown OAK Centre Drive Longwood FL
About Avanti Wealth Management
Avanti Wealth Management provides holistic wealth management for successful individuals, professionals, and business owners, integrating financial planning with tax, estate, protection, legacy planning, and asset management. The firm uses The Bucket Plan® process to tailor strategies as life changes, and delivers tax preparation/accounting plus business consulting through AvantiPRO. Custody includes Schwab and Fidelity.
Team overview
-- AVG AGE
$27.8M AVG AUM / ADVISOR
$475.1K AVG AUM / CLIENT
18.6 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
20yrs Firm Age
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Asset Classes
Vital fusion
Client Personas
Atlas Ridge wave Harbor vector
Custodian
Glacier atlas Element Fusion momentum Unison signal Summit Optima quantum Peak north
Investment Themes
Pathway Zenith Vector
Investment Vehicles
Beacon zenith Bridge
Platform
Alpha Bridge Pathway element
Services
Focus Zenith momentum Zenith Pathway Zenith Prime zenith Insight Insight horizon Eagle Summit bridge
Technology
Oak element Vector
Owner & Executives
JOSEPH JUDE BILELLO
Chief Compliance Officer, Managing Member
- CRD
- #1867755
- Ownership
- 75% or more
(844) 510-8098
prime.catalyst@radialcapital.com
in linkedin.com/in/oak-crest
Showing 1 of 1 owners & executives
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PLAMEN DIMITROV
Advisor
- CRD
- #4764997
(257) 262-8139
alpha.pioneer@horizoncapital.com
in linkedin.com/in/momentum-matrix
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,591,918 | -- |
| Non-Discretionary | $0 | -- |
| Total | $55,591,918 | -- |
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Separately Managed Accounts
Total SMA Asset: $55,591,918
Public Funds:
16.7% Equity - Exchange:
25.6% Corporate - Investment Grade:
17.4% Cash:
19.9% Municipal Bonds:
20.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,477,957,023 | 16.7% |
| Equity - Exchange | $2,265,610,765 | 25.6% |
| Corporate - Investment Grade | $1,539,907,317 | 17.4% |
| Cash | $1,761,158,368 | 19.9% |
| Municipal Bonds | $1,805,408,578 | 20.4% |
| Total | $8,850,042,051 | 100.0% |