Advantage Wealth Management, L.L.C.

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Client assets under management

$4,875,454

Clients

0% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$243,773

About

The firm provides personalized portfolio management and investment advisory services to individuals and a range of institutional clients, including employee benefit plans, trusts, estates, and charitable organizations. It offers both discretionary and non‑discretionary portfolio management tailored to clients’ objectives, risk tolerances, and other suitability factors.

The firm’s investment process is customized to each client and may use fundamental, technical, charting, and cyclical analysis, employing both long‑term and short‑term strategies with ongoing monitoring and rebalancing. Tax efficiency is not treated as a primary objective absent a separate agreement, and clients are advised to consult tax professionals as part of planning.

Noteworthy for its category, the firm’s associated persons are licensed insurance agents and may receive commission‑based compensation for insurance product sales, which the brochure discloses as a potential conflict of interest. The firm also provides consulting and discretionary services to retirement plans, including ERISA‑related fiduciary services, an offering that the disclosure highlights as a distinct element of its practice.

Client services

Portfolio management Pension consulting

Expertise

Wealth management General retirement planning Active portfolio management

Fee options

Percentage

$10,000 - $3,000,000: 1.50% $3,000,001+: 1.25%

Commissions

Commission-based compensation earned by associated persons who are licensed insurance agents for selling insurance products, separate from advisory fees

Other

Account minimum: $10,000 Minimum fee: $150 minimum annual fee for accounts under $10,000 Fee-only: Annual fees based on assets under management as per tiered schedule; no commissions for advisory services

Main office location

Advantage Wealth Management, L.L.C.

2600 Ambassador Caffery Pkwy, Suite G

Lafayette LA 70506, United States

Number of offices

Most active in

Louisiana · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 337-210-1264

Advisors at this firm

Theresa A

Series 66

Lafayette, LA

Advantage Wealth Management, L.L.C.

Theresa Aguillard is a financial advisor at Advantage Wealth Management, L.L.C. in Lafayette, Louisiana, with 23 years of industry experience. She holds the Series 66 designation and has been with Advantage Wealth Management since 2006. Advantage Wealth Management provides personalized portfolio management and investment advisory services to individuals and various institutional clients, including employee benefit plans, trusts, estates, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management tailored to clients’ objectives, employing a customized investment process that uses fundamental, technical, charting, and cyclical analysis with ongoing monitoring and rebalancing.

Wealth management General retirement planning Active portfolio management

Gary M

Series 65, Series 66

Lafayette, LA

Advantage Wealth Management, L.L.C.

Gary Mcgee is a financial advisor at Advantage Wealth Management, L.L.C. in Lafayette, LA, with 20 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Advantage Wealth Management since 2006. Advantage Wealth Management provides personalized portfolio management and investment advisory services to individuals and institutional clients, including employee benefit plans, trusts, estates, and charitable organizations. The firm customizes its investment approach using a variety of analytical methods and offers both discretionary and non-discretionary portfolio management tailored to client objectives and risk tolerances.

Wealth management General retirement planning Active portfolio management

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