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 20 states (or territories).

Current Firm Details
13231 Se 36th Street, Suite 215, Bellevue, WA 98006
https://aswealthmanagement.com/
By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    207
    ACCOUNTS
  • Average Account Value
    $231,899
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, IA, IL, IN, MI, MN, NE, NH, NV, OH, OK, TN, TX, UT, WA

Financial Advisors at Advisor Share Wealth Management
Showing 1 - 10 of 10 top financial advisors.
1
Veronica Osmonov, financial advisor Westlake Village CA
Veronica Osmonov
CRD#: 1518197
Westlake Village, CA

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.

2
Blair Schadler, financial advisor Bellevue WA
Blair B. Schadler
CRD#: 2537773
13231 Se 36th Street, Suite 215, Bellevue, WA 98006

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.

3
Burton Williamson, financial advisor Bellevue WA
Burton F. Williamson
CRD#: 2653478
13231 Se 36th Street, Suite 215, Bellevue, WA 98006

Burton Williamson (CRD# 2653478) is an Investment Advisor Representative working at Advisor Share Wealth Management in Bellevue, WA and has over 28 years of experience in the finance industry.

4
Walter Wittrock, financial advisor Bellevue WA
Walter M. Wittrock
CRD#: 3210647
13231 Se 36th Street, Suite 215, Bellevue, WA 98006

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.

5
Matthew Brady, financial advisor Fort Wayne IN
Matthew T. Brady
CRD#: 7733128
Fort Wayne, IN

Matthew Brady (CRD# 7733128) is an Investment Advisor Representative working at Advisor Share Wealth Management in Fort Wayne, IN and has over 2 years of experience in the finance industry.

6
Lonnie Epperson, financial advisor Bellevue WA
Lonnie W. Epperson
CRD#: 7803422
13231 Se 36th Street, Suite 215, Bellevue, WA 98006

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.

7
Richard Luckow, financial advisor Forest Lake MN
Richard J. Luckow
CRD#: 1884371
Forest Lake, MN

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.

8
Timothy Meyer, financial advisor El Dorado Hills CA
Timothy E. Meyer
CRD#: 4503408
El Dorado Hills, CA

Timothy Meyer (CRD# 4503408) is an Investment Advisor Representative working at Advisor Share Wealth Management in El Dorado Hills, CA and has over 22 years of experience in the finance industry.

9
Bryan Richardson, financial advisor Indinapolis IN
Bryan A. Richardson
CRD#: 1993957
127 E Michigan Street #120, Indinapolis, IN 46204

Bryan Richardson (CRD# 1993957) is an Investment Advisor Representative working at Advisor Share Wealth Management in Indinapolis, IN and has over 34 years of experience in the finance industry.

10
Shaun Vaught, financial advisor Manteca CA
Shaun R. Vaught
CRD#: 5544292
Manteca, CA

Shaun Vaught (CRD# 5544292) is an Investment Advisor Representative working at Advisor Share Wealth Management in Manteca, CA and has over 15 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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