A complete list of active advisors currently associated with Advisor Share Wealth Management, LLC
Warmer can help you find a great advisor at Advisor Share Wealth Management, LLC or one who fits your needs even better.
Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high‑net‑worth clients, professional investment advisers, and pension and profit‑sharing plans. In addition to portfolio management and retirement‑plan services, the firm offers a web‑based asset management and practice platform used by independent advisers and provides financial planning and consulting. The firm typically implements client strategies by selecting or recommending third‑party sub‑advisers and model portfolios and can be engaged on a discretionary or non‑discretionary basis. ASWM also makes alternative and private investment options available to eligible clients and acknowledges its ERISA/IRC fiduciary obligations when advising retirement accounts. ASWM is owned in part by Synergy Financial Services, Inc. and operates alongside affiliated entities that include a registered investment adviser, private‑fund managers, an insurance agency, and a real estate brokerage, which enables the firm to offer platform, back‑office, and referral services that are less common among multi‑team advisers. Those affiliations create potential conflicts of interest — for example when recommending affiliate managers, insurance products, private funds, or real estate services — and the firm discloses these relationships and notes clients may choose other providers.
To learn more about the advisors currently working at Advisor Share Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Advisor Share Wealth Management, LLC's office locations.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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