Advance Wealth Management Service, LLC

Advance Wealth Management Service, LLC (CRD# 301780) is a financial advisory firm headquartered in Grand Rapids, MI. They manage $67,195,090 in 494 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2960 Lucerne Drive Se, Suite 201, Grand Rapids, MI 49546
https://www.awm-s.com
By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    494
    ACCOUNTS
  • Average Account Value
    $136,022
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Advance Wealth Management Service, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Thaddeus Phelps, financial advisor Grand Rapids MI
Thaddeus D. Phelps
CRD#: 2859949
2960 Lucerne Drive Se, Suite 201, Grand Rapids, MI 49546

Thaddeus Phelps (CRD# 2859949) is an Investment Advisor Representative working at Advance Wealth Management Service, LLC in Grand Rapids, MI and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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