Advisor Share Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Vancouver, WA. Its latest Form ADV filing, dated March 27, 2026, reports $377M in regulatory assets under management, 47 employees, 35 offices, and 2,531 accounts.
Assets Under Management
$377M
Employees
47
Offices
35 offices
Total Clients
2,521
Primary office
VANCOUVER, WA
13215 SE MILL PLAIN BLVD, SUITE C8-321, VANCOUVER, WA, United States
Top client segmentIndividuals represent 86.2% of total clients.
Top client categories% of clientsClients
1
Individuals
86.2%
2,174
2
Other Advisers
12.1%
305
3
HNWI
1.7%
42
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$377Mas of March 27, 2026
Discretionary100.0%
$377M
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$377M
Total Accounts2,531
10Y AUM Change+$368M (+4105.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees47
Clients per Employee54:1
10Y Employee Change+46 (+4600.0%)
* 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.