Advisor Share Wealth Management, LLC
● SEC registered since 2023CRD 307997SEC# 801-127122Vancouver, WA
Reg. AUM
$376.9M
Employees
47
Accounts
2,531
Location
Vancouver, WA
Advisor Share Wealth Management, LLC assets under management
Advisor Share Wealth Management, LLC is an investment advisory firm registered with the SEC based in Vancouver, WA. The firm has been registered since 2023. It reports $376.9 million in regulatory assets under management and employs 47 people.
Advisor Share Wealth Management, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Blair Bruce Schadler Control | Owner; Chief Operations Officer | 25-50% | 2020 |
| Jeffrey Andrew Smith | Chief Compliance Officer | Under 5% | 2026 |
| M33 Holdings, LLC Control | Owner | 25-50% | 2022 |
See all 10 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Advisor Share Wealth Management, LLC manage?
Advisor Share Wealth Management, LLC reports $376.9 million in regulatory assets under management on its Form ADV.
How many employees does Advisor Share Wealth Management, LLC have?
Advisor Share Wealth Management, LLC reports 47 employees.
Where is Advisor Share Wealth Management, LLC located?
Advisor Share Wealth Management, LLC is based in Vancouver, WA and has been SEC-registered since 2023.
Does Advisor Share Wealth Management, LLC disclose fund performance?
Advisor Share 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 | 13215 SE Mill Plain Blvd, Suite C8-321, Vancouver, WA 98684 |
| Phone | 866-232-3251 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$376.9M▲ 685%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 12%
More than 88% of 16,825 advisers
Assets under management
$376.9Mregulatory AUM
Discretionary $376.9M