Advisor Share Wealth Management, LLC
Advisor Share Wealth Management, LLC is an SEC-registered mass-market adviser in Vancouver, WA with $376.9M assets under management (AUM, regulatory AUM), +104% over one year. See who owns Advisor Share Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 307997, SEC 801-127122, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $376.9M (2026-03-27)
- Firm type
- Mass-Market Adviser
- Location
- Vancouver, WA
- Employees
- 47
- Clients
- 2,216
- CRD
- 307997
- Ownership
- MURRY'S VENTURES LLC; DEFRANCESO, ROCCY, MICHAEL; DEFRANCESO, ROCCY, MITCHELL; DEFRANCESO, LAUREN, ANGELINA; McDonald, Daniel, W
How much AUM does Advisor Share Wealth Management, LLC have?
Advisor Share Wealth Management, LLC reported $376.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Advisor Share Wealth Management, LLC?
Disclosed owners and executives of Advisor Share Wealth Management, LLC include MURRY'S VENTURES LLC, DEFRANCESO, ROCCY, MICHAEL, DEFRANCESO, ROCCY, MITCHELL, DEFRANCESO, LAUREN, ANGELINA, McDonald, Daniel, W. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.