RIA Intel›Advisers›Louisiana›ADVANTAGE WEALTH MANAGEMENT, L.L.C.

ADVANTAGE WEALTH MANAGEMENT, L.L.C.

Advisory

LAFAYETTE, LA

Data as of Mar 27, 2025 · Source: SEC Form ADV

Average account

$125K

across 39 accounts

AUM per adviser

$5M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2025.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients20

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

20 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in LA

Closest by assets under management. All figures from Form ADV.

COLOMB INVESTMENT MANAGEMENT COMPANY, LLC

$5M

HEDGED PRIVATE WEALTH, LLC

$4M

RINAUDO CAPITAL, LLC

$4M

CORNERSTONE INVESTMENT ADVISORS GROUP, LLC

$6M

A.B. RIDGEWAY WEALTH MANAGEMENT LLC

$4M

PENDEX ADVISORS, LLC

$4M

Get the full picture on ADVANTAGE WEALTH MANAGEMENT, L.L.C.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ADVANTAGE WEALTH MANAGEMENT, L.L.C. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans