Advanced Wealth Management, LLC
CRD 284438SEC# 801-136416Sarasota, FL
No longer SEC-registered. Advanced Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$110.7M
Employees
4
Accounts
520
Location
Sarasota, FL
Advanced Wealth Management, LLC assets under management
Advanced Wealth Management, LLC operates as an SEC-registered investment adviser based in Sarasota, FL. It reports $110.7 million in regulatory assets under management and employs 4 people.
Advanced Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Antonio Pedro Gomes Control | Chief Executive Officer; Chief Compliance Officer; Director; Managing Member | Over 75% | 2016 |
Frequently asked questions
How much does Advanced Wealth Management, LLC manage?
Advanced Wealth Management, LLC reports $110.7 million in regulatory assets under management on its Form ADV.
How many employees does Advanced Wealth Management, LLC have?
Advanced Wealth Management, LLC reports 4 employees.
Where is Advanced Wealth Management, LLC located?
Advanced Wealth Management, LLC is based in Sarasota, FL.
Does Advanced Wealth Management, LLC disclose fund performance?
Advanced Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1990 Main Street, Suite 750, Sarasota, FL 34236 |
| Office hours | 9:00 a.m. To 4:00 p.m. |
| Discloses disciplinary history | Yes |
Regulatory AUM
$110.7MNo change
May '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$110.7Mregulatory AUM
Discretionary $110.7M