Advantage Wealth Advisors

Advantage Wealth Advisors (CRD# 280028) is a financial advisory firm headquartered in Alamo, CA. They manage $64,000,000 in 216 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    216
    ACCOUNTS
  • Average Account Value
    $296,296
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NM, TX

Financial Advisors at Advantage Wealth Advisors
Showing 1 - 5 of 5 top financial advisors.
1
Milton K. Guzman
CRD#: 5797511
3189 Danville Blvd. Suite 280, Alamo, CA 94507
96
Wealthminder
score

Milton Guzman (CRD# 5797511) is an Investment Advisor Representative working at Advantage Wealth Advisors in Alamo, CA and has over 7 years of experience in the finance industry. Milton Guzman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Bruce W. Wilson
CRD#: 2964933
788 E. Silversword Ln., Queen Creek, AZ 85140
93
Wealthminder
score

Bruce Wilson (CRD# 2964933) is an Investment Advisor Representative working at Advantage Wealth Advisors in Queen Creek, AZ and has over 20 years of experience in the finance industry.

3
Dwight D. Peterson
CRD#: 5729281
3189 Danville Blvd. Suite 280, Alamo, CA 94507
83
Wealthminder
score

Dwight Peterson (CRD# 5729281) is an Investment Advisor Representative working at Advantage Wealth Advisors in Alamo, CA and has over 8 years of experience in the finance industry.

4
Adam H. Ezrilov
CRD#: 2679694
3189 Danville Blvd. Suite 280, Alamo, CA 94507
71
Wealthminder
score

Adam Ezrilov (CRD# 2679694) is an Investment Advisor Representative working at Advantage Wealth Advisors in Alamo, CA and has over 22 years of experience in the finance industry.

5
Virgil J. Threlkeld
CRD#: 2811386
3189 Danville Blvd. Suite 280, Alamo, CA 94507
58
Wealthminder
score

Virgil Threlkeld (CRD# 2811386) is an Investment Advisor Representative working at Advantage Wealth Advisors in Alamo, CA and has over 21 years of experience in the finance industry.

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