Advantage Wealth Management, L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides personalized portfolio management and investment advisory services to individuals and a range of institutional clients, including employee benefit plans, trusts, estates, and charitable organizations. It offers both discretionary and non‑discretionary portfolio management tailored to clients’ objectives, risk tolerances, and other suitability factors.
The firm’s investment process is customized to each client and may use fundamental, technical, charting, and cyclical analysis, employing both long‑term and short‑term strategies with ongoing monitoring and rebalancing. Tax efficiency is not treated as a primary objective absent a separate agreement, and clients are advised to consult tax professionals as part of planning.
Noteworthy for its category, the firm’s associated persons are licensed insurance agents and may receive commission‑based compensation for insurance product sales, which the brochure discloses as a potential conflict of interest. The firm also provides consulting and discretionary services to retirement plans, including ERISA‑related fiduciary services, an offering that the disclosure highlights as a distinct element of its practice.
Client services
Expertise
Fee options
$10,000 - $3,000,000: 1.50% $3,000,001+: 1.25%
Commission-based compensation earned by associated persons who are licensed insurance agents for selling insurance products, separate from advisory fees
Account minimum: $10,000 Minimum fee: $150 minimum annual fee for accounts under $10,000 Fee-only: Annual fees based on assets under management as per tiered schedule; no commissions for advisory services
Main office
100 Asma Boulevard, Suite 203
Lafayette LA 70508
Advisors at this office
2
Most active in
Louisiana · Texas
Also doing business as
Advantage Wealth Management, L.L.C. · Aguillard, Theresa, Marie, Folse · Theresa Aguillard Investments
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Theresa A
Series 66
Lafayette, LA
Advantage Wealth Management, L.L.C.
Theresa Aguillard is a financial advisor at Advantage Wealth Management, L.L.C. in Lafayette, Louisiana, with 23 years of industry experience. She holds the Series 66 designation and has been with Advantage Wealth Management since 2006. Advantage Wealth Management provides personalized portfolio management and investment advisory services to individuals and various institutional clients, including employee benefit plans, trusts, estates, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management tailored to clients’ objectives, employing a customized investment process that uses fundamental, technical, charting, and cyclical analysis with ongoing monitoring and rebalancing.
Gary M
Series 65, Series 66
Lafayette, LA
Advantage Wealth Management, L.L.C.
Gary Mcgee is a financial advisor at Advantage Wealth Management, L.L.C. in Lafayette, LA, with 20 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Advantage Wealth Management since 2006. Advantage Wealth Management provides personalized portfolio management and investment advisory services to individuals and institutional clients, including employee benefit plans, trusts, estates, and charitable organizations. The firm customizes its investment approach using a variety of analytical methods and offers both discretionary and non-discretionary portfolio management tailored to client objectives and risk tolerances.
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