Advisor Share Wealth Management
Advisor Share Wealth Management (CRD# 307997) is a financial advisory firm headquartered in Bellevue, WA. They manage $48,003,023 in 207 accounts and serve the financial needs of clients across 21 states (or territories).
-
Total Assets Under Management48MILLION
-
Total Number of Accounts207ACCOUNTS
-
Average Account Value$231,899
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, CT, FL, GA, IA, IL, IN, MI, MN, NE, NH, NV, OH, OK, PA, TN, TX, UT, WA
David Montermini (CRD# 4439037) is an Investment Advisor Representative working at Advisor Share Wealth Management in Tumwater, WA and has over 6 years of experience in the finance industry.
Veronica Osmonov (CRD# 1518197) is an Investment Advisor Representative working at Advisor Share Wealth Management in Westlake Village, CA and has over 17 years of experience in the finance industry.
Blair Schadler (CRD# 2537773) is an Investment Advisor Representative working at Advisor Share Wealth Management in Bellevue, WA and has over 29 years of experience in the finance industry.
Burton Williamson (CRD# 2653478) is an Investment Advisor Representative working at Advisor Share Wealth Management in Riverside, CT and has over 28 years of experience in the finance industry.
Walter Wittrock (CRD# 3210647) is an Investment Advisor Representative working at Advisor Share Wealth Management in Bellevue, WA and has over 24 years of experience in the finance industry.
Matthew Brady (CRD# 7733128) is an Investment Advisor Representative working at Advisor Share Wealth Management in Bellevue, WA and has over 3 years of experience in the finance industry.
Lonnie Epperson (CRD# 7803422) is an Investment Advisor Representative working at Advisor Share Wealth Management in Bellevue, WA and has 1 year of experience in the finance industry.
Richard Luckow (CRD# 1884371) is an Investment Advisor Representative working at Advisor Share Wealth Management in Forest Lake, MN and has over 35 years of experience in the finance industry.
Timothy Meyer (CRD# 4503408) is an Investment Advisor Representative working at Advisor Share Wealth Management in Bellevue, WA and has over 22 years of experience in the finance industry.
Bryan Richardson (CRD# 1993957) is an Investment Advisor Representative working at Advisor Share Wealth Management in Bellevue, WA and has over 34 years of experience in the finance industry.