Avanti Wealth Management

Avanti Wealth Management (CRD# 137322) is a financial advisory firm headquartered in Longwood, FL. They manage $31,750,841 in 185 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
110 Crown Oak Centre Drive, Longwood, FL 32750
http://www.avantiwealth.com
By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    185
    ACCOUNTS
  • Average Account Value
    $171,626
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
  • 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.

FL, TX

Financial Advisors at Avanti Wealth Management
No Advisor Found.

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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