A complete list of active advisors currently associated with Advisor Share Wealth Management, LLC

Warmer can help you find a great advisor at Advisor Share Wealth Management, LLC or one who fits your needs even better.

Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals (including high-net-worth clients), professional advisers using its platform, and retirement plans. The firm operates as a multi-team adviser with roughly $377 million in discretionary assets and a team of advisors who deliver portfolio management, financial planning, and retirement-plan consulting. ASWM typically implements client strategies by selecting or recommending third‑party sub‑advisers and model portfolios correlated to a client’s risk profile, offering both discretionary and non‑discretionary engagements and quarterly reviews of quantitative and qualitative manager criteria. For eligible clients the firm also uses and recommends less liquid alternatives, including interests in private funds and partnerships, and supports participating advisers through a web‑based investment and practice management Platform with back‑office services. Distinctive features include a network of affiliated businesses under common ownership—including an affiliated registered adviser, private fund sponsors/manager roles (e.g., Rowan Street Capital and Crosslink-affiliated funds), and a real estate brokerage affiliate—which can lead ASWM to recommend affiliate services or fund investments. The firm’s combination of an adviser-facing technology Platform, routine use of sub‑advisers, and ownership links to fund sponsors and a real estate brokerage is not typical for most multi‑team peers and is disclosed as a potential source of conflicts of interest.

To learn more about the advisors currently working at Advisor Share Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.