Advantage Wealth Partners
Advantage Wealth Partners is an SEC-registered wealth manager in Fort Myers, FL with $675.5M assets under management (AUM, regulatory AUM), +30% over one year. See who owns Advantage Wealth Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 329635, SEC 801-129470, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $675.5M (2026-03-11)
- Firm type
- Wealth Manager
- Location
- Fort Myers, FL
- Employees
- 10
- Clients
- 583
- CRD
- 329635
- Ownership
- TOUNJIAN, ALFRED, MICHAEL; HARRELL, CURTIS, WATSON; ADT LEGACY, INC.; Meza, Dustin; TOUNJIAN HOLDINGS, LLC
How much AUM does Advantage Wealth Partners have?
Advantage Wealth Partners reported $675.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Advantage Wealth Partners?
Disclosed owners and executives of Advantage Wealth Partners include TOUNJIAN, ALFRED, MICHAEL, HARRELL, CURTIS, WATSON, ADT LEGACY, INC., Meza, Dustin, TOUNJIAN HOLDINGS, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.