RIA Intel›Advisers›Florida›AVANCE PRIVATE WEALTH LLC

AVANCE PRIVATE WEALTH LLC

Advisory

FL

Data as of Mar 23, 2026 · Source: SEC Form ADV

Rank in FL

#1,551

of 2,610 advisers by AUM

Average account

$293K

across 200 accounts

AUM per adviser

$59M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$59M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$59M

Discretionary AUM$57M

Non-Discretionary AUM$2M

Discretionary %96.5%

Total Clients54

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, NC, TX

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

54 clients

24 high-net-worth

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

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

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LONGBOAT GLOBAL ADVISORS, L.L.C.

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INVESTMENTS BY PLANNERS, INC.

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MUTUAL TRUST ASSET MGMT., INC.

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