Avanti Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$75,048,000
Total clients
136
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
136
Average account size
$551,824
About
Avanti Wealth Management is a state-registered, fee-based investment adviser that serves individual clients as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and qualified retirement plan advisory services, including participant education and plan evaluations.
The adviser employs a tactical allocation strategy implemented on a discretionary basis, using exchange-traded funds, mutual funds, individual securities and, where appropriate, private/alternative investments; it applies fundamental, technical and cyclical analysis and may use cash positions as a hedge. For retirement plans the firm relies on written Investment Policy Statements and can act in ERISA 3(21) or 3(38) capacities, providing investment option monitoring and implementation support as part of its pension consulting services.
Noteworthy aspects relative to peers include the firm’s insurance-affiliated activities: its investment adviser representatives are licensed to sell insurance and offer fee-based annuities and other insurance products, a relationship the brochure discloses as a potential conflict of interest. The firm has also recently added private/alternative investments to its offerings and requires clients to custody assets with its recommended custodian while maintaining a small cash buffer to cover fee deductions.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Private / alternative investments
Annuities
Tax-loss harvesting
Fee options
$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $2,000,000: 1.00% $2,000,000+: 0.75%
$600 per hour, negotiable
Account minimum: $100,000
Main office location
Avanti Wealth Management
17 Sylvan Street, Suite 104
Rutherford NJ 07070, United States
Number of offices
1
Most active in
Avanti Wealth Management has reported serving >5 clients in these states in the last 12 months.
Florida · New Jersey · New York
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 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.
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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.
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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
Quick links
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