RIA Intel›Advisers›Nevada›ADVOWEALTH ADVISORS, LLC

ADVOWEALTH ADVISORS, LLC

Advisory

RENO, NV

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in NV
#130
of 130 advisers by AUM
Average account
$247K
across 217 accounts
AUM per adviser
$27M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM
$54M
Discretionary %
26.1%
Clients
174
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$54M
Discretionary AUM$14M
Non-Discretionary AUM$40M
Discretionary %26.1%
Total Clients174
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, NV
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NV

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

BOYD, DARRYL KEITH
HENDERSON, NV
$53M
SAHARA INVESTMENT GROUP, LLC
LAS VEGAS, NV
$53M
KMI WEALTH LLC
RENO, NV
$55M
ANCORA WEST ADVISORS, LLC
RENO, NV
$52M
-46.6% 1Y
ALPINE ASSET MANAGEMENT LLC
ZEPHYR COVE, NV
$52M
HOUSSELS CAPITAL MANAGEMENT, LLC
LAS VEGAS, NV
$51M

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