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Advisor Share Wealth Management, LLC

● SEC registered since 2023CRD 307997SEC# 801-127122Vancouver, WA
Export (members)
Reg. AUM
$185.2M
Employees
38
Accounts
1,429
Location
Vancouver, WA

Advisor Share Wealth Management, LLC assets under management

Advisor Share Wealth Management, LLC is an investment advisory firm registered with the SEC based in Vancouver, WA. The firm has been registered since 2023. It reports $185.2 million in regulatory assets under management and employs 38 people.
advisorsharewm.comView on SEC.gov ↗

Advisor Share Wealth Management, LLC owners & executives

9 reported
NameTitleOwnershipSince
Blair Bruce Schadler ControlOwner; Chief Compliance Officer25-50%2020
M33 Holdings, LLC ControlOwner25-50%2022
Murry's Ventures LLC ControlOwner25-50%2020
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Frequently asked questions

How much does Advisor Share Wealth Management, LLC manage?

Advisor Share Wealth Management, LLC reports $185.2 million in regulatory assets under management on its Form ADV.

How many employees does Advisor Share Wealth Management, LLC have?

Advisor Share Wealth Management, LLC reports 38 employees.

Where is Advisor Share Wealth Management, LLC located?

Advisor Share Wealth Management, LLC is based in Vancouver, WA and has been SEC-registered since 2023.

Does Advisor Share Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address13215 SE Mill Plain Blvd, Suite C8-321, Vancouver, WA 98684
Phone866-232-3251
Office hours9a.m. To 5p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$185.2M
Non-discretionary$0
Total (RAUM)$185.2M