Advowealth Advisors, LLC
Advowealth Advisors, LLC (CRD# 140034) is a financial advisory firm headquartered in Reno, NV. They manage $34,877,239 in 157 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management35MILLION
-
Total Number of Accounts157ACCOUNTS
-
Average Account Value$222,148
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
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NV
Financial Advisors at Advowealth Advisors, LLC
1
Jonathon Olivas (CRD# 5456087) is an Investment Advisor Representative working at Advowealth Advisors, LLC in Reno, NV and has over 15 years of experience in the finance industry.
2
Thomas Prutzman (CRD# 2751923) is an Investment Advisor Representative working at Advowealth Advisors, LLC in Reno, NV and has over 27 years of experience in the finance industry.
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