Vancouver, WA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Advisor Share Wealth Management, LLC
Multi-team
Firm-wide stats for Advisor Share Wealth Management, LLC
About
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.
Based on Advisor Share Wealth Management, LLC
Expertise
Based on Advisor Share Wealth Management, LLC
Location
13215 SE Mill Plain Blvd, Suite C8 321
Vancouver WA 98684
Advisors at this office
3
Advisors at this office
Michael N
Series 63, Series 66
Vancouver, WA
Advisor Share Wealth Management, LLC
Michael Nolan Jr. is a financial advisor with Advisor Share Wealth Management, LLC in Vancouver, WA, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His previous roles include positions at Sequent Planning, LLC, Allstate Financial Advisors, LLC, and Thrivent Investment Management. Nolan is also an insurance agent offering insurance products and services to clients and prospects. 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. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, implementing client strategies through third-party sub-advisers and model portfolios on a discretionary or non-discretionary basis.
David M
Series 65
Vancouver, WA
Advisor Share Wealth Management, LLC
David Montermini is a Series 65-licensed advisor at Advisor Share Wealth Management, LLC in Vancouver, Washington, with nine years of industry experience. He previously worked at CoreCap Advisors, Virtue Capital Management, LLC, and Horter Investment Management. Montermini also serves as president of Dreck Inc. DBA Montermini Investments & Insurance, a life and health agency. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm offers portfolio management, a web-based asset management platform, and access to alternative and private investments, operating alongside affiliated entities to deliver a broad range of services.
Blair S
Series 63, Series 65
Vancouver, WA
Advisor Share Wealth Management, LLC
Blair Schadler is a financial advisor at Advisor Share Wealth Management, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Peace Of Mind Wealth Management and Horter Investment Management. Outside of his advisory role, Schadler is involved in a recruitment business focused on helping financial advisors improve their marketing efforts and connect with strategic partners. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm offers portfolio management, a web-based asset management platform, and access to alternative and private investment options, operating through both discretionary and non-discretionary arrangements.
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