Westminster, CA Office

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.