Avl/wealthcare, LLC

Avl/wealthcare, LLC (CRD# 116519) is a financial advisory firm headquartered in Gulfport, MS. They manage $122,088,640 in 281 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
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.


Financial Advisors at Avl/wealthcare, LLC
Showing 1 - 1 of 1 top financial advisors.
Thomas C. Schmidt
CRD#: 4061394
9490 Three Rivers Road, Gulfport, MS 39503

Thomas Schmidt (CRD# 4061394) is an Investment Advisor Representative working at Avl/wealthcare, LLC in Gulfport, MS and has over 22 years of experience in the finance industry. Thomas Schmidt 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.

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