Overview
Assets Under Management: $185 million
Headquarters: VANCOUVER, WA
High-Net-Worth Clients: 23
Average Client Assets: $2 million
Frequently Asked Questions
ADVISOR SHARE WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #307997), ADVISOR SHARE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ADVISOR SHARE WEALTH MANAGEMENT, LLC is headquartered in VANCOUVER, WA.
ADVISOR SHARE WEALTH MANAGEMENT, LLC serves 23 high-net-worth clients according to their SEC filing dated August 08, 2025. View client details ↓
According to their SEC Form ADV, ADVISOR SHARE WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
ADVISOR SHARE WEALTH MANAGEMENT, LLC manages $185 million in client assets according to their SEC filing dated August 08, 2025.
According to their SEC Form ADV, ADVISOR SHARE WEALTH MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 23
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 29.77
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,429
Discretionary Accounts: 1,429
Regulatory Filings
CRD Number: 307997
Filing ID: 2008664
Last Filing Date: 2025-08-08 15:56:00
Website: https://advisorsharewm.com