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Advanced Wealth Management

Updated today

Client assets under management

$103,739,515

Clients

176

18% high-net-worth

Advisors

4

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

44

Typical

Average account size

$589,429

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

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Main office location

Advanced Wealth Management

1990 Main Street, Suite 750

Sarasota FL 34236, United States

Number of offices

3

Most active in

Florida

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

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Adam M

Series 65

Sarasota, FL

Advanced Wealth Management

Adam Martin is a financial advisor at Advanced Wealth Management in Sarasota, FL, holding a Series 65 credential with four years of industry experience. His prior work includes roles at JMX Brands and Joe H Tanner Baseball Products. Martin also has ownership experience in an e-commerce business that was planned but did not become operational. Advanced Wealth Management is a supported firm with a team of four advisors.

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Charles B

Series 63, Series 65

Sarasota, FL

Advanced Wealth Management

Charles Bryant III is a financial advisor with Advanced Wealth Management in Sarasota, FL, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at LPL Financial for seven years and FSC Securities Corp for five years. Outside of his advisory role, he is involved with The Consigliere Group, an outside employment unrelated to investments. Advanced Wealth Management is a small firm with four advisors that supports its financial professionals.

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Antonio G

Series 63, Series 66

Sarasota, FL

Advanced Wealth Management

Antonio Gomes is an investment adviser representative with Advanced Wealth Management in Sarasota, FL, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has worked at Advanced Wealth Management since 2012, with a brief tenure at Investors Capital Corporation from 2015 to 2016. In addition to his advisory role, he manages insurance sales of life, health, fixed annuities, and long-term care insurance through a separate licensed entity. Advanced Wealth Management is a supported firm with a team of four advisors, providing tailored financial services to clients.

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Derrick H

Series 66

Orlando, FL

Advanced Wealth Management

Derrick Hobbs is a financial advisor at Advanced Wealth Management with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, TIAA-CREF, and Prostatis Group LLC. Advanced Wealth Management is a supported firm with a team of four advisors.

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