Advisor Share Wealth Management, LLC

Advisor Share Wealth Management (ASWM) serves individuals (including high‑net‑worth clients), professional investment advisers, and retirement plans, offering portfolio management, financial planning, and retirement plan advisory services. The firm also operates a web‑based investment and practice management Platform used by independent advisers and provides selection and oversight of third‑party managers and model portfolios.

ASWM typically implements client strategies by recommending or selecting third‑party sub‑advisers and model portfolios, offering both discretionary and non‑discretionary management based on client risk profiles and suitability assessments. The firm evaluates and monitors managers using quantitative and qualitative criteria — such as performance history, risk‑adjusted returns, style consistency and manager tenure — with periodic reviews to address style drift or other changes.

The brochure discloses a notable set of affiliations: ASWM is connected to an affiliated registered investment adviser, private fund managers, an insurance agency and a real estate brokerage (Synergy Mergers and Acquisitions, dba Synergy), and it offers access to alternative investments including real‑estate partnerships and private funds. Those affiliations, together with the Platform and back‑office services for participating advisers, create potential conflicts of interest the firm discloses and represent a combination of features that is less common among multi‑team advisers.