A complete list of active advisors currently associated with Avant Wealth Management, LLC

Warmer can help you find a great advisor at Avant Wealth Management, LLC or one who fits your needs even better.

Avant Wealth Management is an independent, single-advisor registered investment adviser that provides discretionary and non-discretionary portfolio management, written financial planning, and on‑demand financial consulting to individuals, trusts, estates and business entities. The firm manages roughly $2.4 million for a very small client base and charges percentage‑of‑assets fees for its managed account services. The firm tailors advice through one‑on‑one interviews and questionnaires and uses both fundamental and technical analysis to build portfolios; strategies described in the brochure include long‑ and short‑term holdings, option writing, margin trading and frequent trading where appropriate. Avant can manage accounts directly or, on a discretionary basis, select third‑party Sub‑Managers listed on the Altruist platform, and it conducts periodic (at least quarterly) account reviews. Several operational features distinguish the firm from many peers: the adviser is separately licensed as an insurance agent and may sell insurance and annuity products in a separate, commissionable capacity (a disclosed potential conflict of interest), the firm requires use of the Altruist platform and typically limits Sub‑Manager recommendations to those available there, and the firm’s principal also maintains significant outside business roles — all items the brochure highlights for prospective clients to consider.

To learn more about the advisors currently working at Avant 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.