Westlake Village, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Advisor Share Wealth Management, LLC
Multi-team
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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
Westlake Village CA
Advisors at this office
2
Advisors at this office
Veronica O
CFP®, Series 66
Westlake Village, CA
Advisor Share Wealth Management, LLC
Veronica Osmonov is a CFP® professional with 13 years of industry experience, currently serving at Advisor Share Wealth Management, LLC. Her prior roles include positions at Peace of Mind Private Wealth Management and Horter Investment Management. She is also an insurance agent specializing in the sale of insurance and annuities. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and pension plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, often implementing strategies through third-party sub-advisers and model portfolios.
James W
CFP®, Series 63
Westlake Village, CA
Advisor Share Wealth Management, LLC
James Wisdom is a CFP® with 14 years of industry experience. He is currently with Advisor Share Wealth Management, LLC and previously worked nine years at Harvest Investment Services, LLC. He also owns James L. Wisdom Insurance Services, where he provides fee-based consumer-driven health financial planning and occasional life and long-term care insurance sales. Advisor Share Wealth Management, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans, utilizing third-party sub-advisers and model portfolios across discretionary and non-discretionary arrangements.
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