AdvoWealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$13,078,760
Clients
101
Advisors
2
across 2 offices
About
AdvoWealth Advisors serves individual and high‑net‑worth clients, as well as trusts, estates and employer retirement plans, providing customized investment management, financial planning, and retirement plan consulting. The firm also implements held‑away asset management for defined contribution accounts and HSAs using a third‑party order management tool (Pontera) and leverages third‑party managers and model portfolios available through platform relationships.
Portfolios are tailored to client goals and may include individual stocks, mutual funds, ETFs, alternative investments and manager‑driven strategies, with analysis informed by fundamental, technical and modern portfolio theory techniques. Accounts are monitored on a regular basis and the firm often operates in a non‑discretionary capacity, obtaining client approval before effecting trades while still performing portfolio oversight and rebalancing activities.
Notable operational features include a materially larger share of non‑discretionary assets—approximately $39.5 million of the firm’s $53.5 million in regulatory AUM is managed non‑discretionarily—which is uncommon among similarly supported firms. The firm also participates in multiple custodian and platform arrangements (including access to model marketplaces and a bundled subscription program) and forwards proxy materials to clients rather than accepting proxy‑voting authority.
Client services
Occupation focus
Fee options
Financial planning flat fees range from $1,000 to $10,000; updates range from $750 to $2,500
Maximum 1.00% annually
Up to $350 per hour for financial planning services
Monthly fee for Altruist One Program (amount not specified)
Account minimum: $250,000
Main office
See office201 W Liberty Street, Suite 207
Reno NV 89501
Advisors at this office
1
Offices (2)
Most active in
California · Nevada
Also doing business as
Advowealth Advisors, LLC · Prutzman Wealth Management · Prutzman Wealth Management LLC · Prutzman, Thomas G. · Thomas George Prutzman
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Jonathon O
Series 63, Series 66
Reno, NV
AdvoWealth Advisors, LLC
Jonathon Olivas is a financial advisor with AdvoWealth Advisors, LLC, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior experience includes roles at Eagle Strategies, Multigenerational Financial Strategies LLC, NYLIFE Securities LLC, and New York Life Insurance Company. He serves on the boards of the Boys and Girls Club of Western Nevada and the Community Health Alliance Foundation. AdvoWealth Advisors provides customized investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients, as well as trusts, estates, and employer retirement plans. The firm employs fundamental, technical, and modern portfolio theory techniques, managing a significant portion of assets on a non-discretionary basis and utilizing multiple custodians and platform arrangements.
Thomas P
Series 63, Series 65
Reno, NV
AdvoWealth Advisors, LLC
Thomas Prutzman is a financial advisor with AdvoWealth Advisors, LLC in Reno, NV, holding Series 63 and Series 65 designations and 26 years of industry experience. He has led Prutzman Wealth Management since 2006. AdvoWealth Advisors provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and employer retirement plans. The firm combines fundamental and technical analysis with modern portfolio principles, managing approximately $44.9 million for about 101 clients in a two-advisor practice.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
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.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)