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Advanced Wealth Management, LLC

CRD 284438SEC# 801-136416Sarasota, FL
Export (members)
No longer SEC-registered. Advanced Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$110.7M
Employees
4
Accounts
520
Location
Sarasota, FL

Advanced Wealth Management, LLC assets under management

Advanced Wealth Management, LLC operates as an SEC-registered investment adviser based in Sarasota, FL. It reports $110.7 million in regulatory assets under management and employs 4 people.
View on SEC.gov ↗

Advanced Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Antonio Pedro Gomes ControlChief Executive Officer; Chief Compliance Officer; Director; Managing MemberOver 75%2016

Frequently asked questions

How much does Advanced Wealth Management, LLC manage?

Advanced Wealth Management, LLC reports $110.7 million in regulatory assets under management on its Form ADV.

How many employees does Advanced Wealth Management, LLC have?

Advanced Wealth Management, LLC reports 4 employees.

Where is Advanced Wealth Management, LLC located?

Advanced Wealth Management, LLC is based in Sarasota, FL.

Does Advanced Wealth Management, LLC disclose fund performance?

Advanced Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1990 Main Street, Suite 750, Sarasota, FL 34236
Office hours9:00 a.m. To 4:00 p.m.
Discloses disciplinary historyYes

Assets under management

Discretionary$110.7M
Non-discretionary$0
Total (RAUM)$110.7M