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Firm profile

Advanced Wealth Management

SARASOTA, FLCRD 284438Registration Status: ApprovedEffective since July 1, 2026Latest ADV July 13, 2026

Advanced Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Sarasota, FL. Its latest Form ADV filing, dated July 13, 2026, reports $111M in regulatory assets under management, 4 employees, 2 offices, and 520 accounts.

Assets Under Management
$111M
Employees
4
Offices
2 offices
Total Clients
168
Primary office
SARASOTA, FL
1990 MAIN STREET, SUITE 750, SARASOTA, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOAntonio P. Gomes
CCOAntonio P. Gomes

Advisory services offered

4 types reported
Educational seminars/workshops
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 81.5% of total clients.
Top client categories% of clientsClients
1
Individuals
81.5%
137
2
HNWI
18.5%
31

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$111Mas of July 13, 2026
Discretionary100.0%
$111M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$111M
Total Accounts520
10Y AUM Change$0 (0.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee42:1
10Y Employee Change0 (0.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.