Advanta Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$63,775,111
Clients
66
21% high-net-worth
Advisors
1
of 3 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
66
HighAverage account size
$966,290
About
Advanta Wealth Management provides financial planning and discretionary investment management to individuals and families, offering standalone planning, combined wealth management, and limited-scope retirement account reviews. Client assets are managed in accounts at independent custodians and the firm does not maintain physical custody of client funds.
The firm emphasizes fundamental analysis in portfolio construction while also incorporating technical/charting, cyclical, and economic analysis and strategic asset allocation; it may invest in individual stocks and bonds, mutual funds, and ETFs and exercises discretion in day-to-day trading. Advanta Wealth will at times implement third‑party investment technology and models and uses a third‑party sub‑advisor relationship with 55ip to access tax‑efficient strategies and model portfolios for appropriate client accounts.
Noteworthy operational features include the firm’s use of custodial arrangements that permit direct debiting of advisor fees and standing letters of authorization, which the brochure discloses as creating constructive‑custody considerations. Compared with many peers of similar scale, the firm combines a boutique advisory platform with delegated use of specialized third‑party modeling for tax management and a multi‑method analytical process, and it discloses participation in Schwab Institutional support programs that could create potential conflicts of interest.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Tax-loss harvesting
General tax planning
Cash flow / budgeting
Long-term care insurance
Fee options
Retirement Account Review fee is $600 per year, payable monthly in arrears.
$0 - $999,999: 1.25% $1,000,000 - $1,499,999: 1.05% $1,500,000 - $1,999,999: 0.95% $2,000,000+: 0.85%
Account minimum: $500,000
Main office location
Advanta Wealth Management
828 Main St, Suite 1803
Lynchburg VA 24504, United States
Number of offices
2
Most active in
Advanta Wealth Management has reported serving >5 clients in these states in the last 12 months.
North Carolina · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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