# Advanced Wealth Management

> Advanced Wealth Management is an SEC-registered investment advisory firm in Sarasota, FL, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 17, 2026.

- CRD: 284438
- Filed as: ADVANCED WEALTH MANAGEMENT
- Legal name: Advanced Wealth Management, LLC
- Also doing business as: BOUTIQUE FAMILY OFFICE
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Sarasota, FL
- Filing period: October 2026
- Form ADV filing dated: August 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/284438
- AdvisorCensus page: https://advisorcensus.com/firm/advanced-wealth-management-sarasota-fl-284438

## Quick answers

**How is Advanced Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Advanced Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Advanced Wealth Management located?**
Advanced Wealth Management's principal office is in Sarasota, FL, according to its Form ADV.

**Is Advanced Wealth Management registered with the SEC or a state?**
Advanced Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 284438.

**How much does Advanced Wealth Management manage?**
Advanced Wealth Management reports $110,740,116 in regulatory assets under management in its Form ADV filing dated August 17, 2026 (100% discretionary).

**What types of clients does Advanced Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (137); high net worth individuals (31).

**Which custodians does Advanced Wealth Management use?**
Advanced Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Advanced Wealth Management report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/284438

**Does Advanced Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated August 17, 2026 says: "AWM requires a minimum account size of $500,000 to open an advisory account. AWM may waive or reduce this minimum in its discretion based on the client’s relationship to existing clients, household or family relationship, personal circumstances, or other factors approved by the Firm."

**What changed in Advanced Wealth Management's recent Form ADV filings?**
In the September 2026 filing data: Registered or notice-filed in NH, TX.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 17, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> AWM requires a minimum account size of $500,000 to open an advisory account. AWM may waive or reduce this minimum in its discretion based on the client’s relationship to existing clients, household or family relationship, personal circumstances, or other factors approved by the Firm.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $110,740,116
- Discretionary: $110,740,116
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 137 | $58,038,895 |
| High net worth individuals | 31 | $52,701,221 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NH, TX
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/284438

### Websites listed on Form ADV (Item 1.I)
- awmfl.com
- bfocfo.com
- boutiquefamilyofficecfo.com
- Facebook @advancedwealthmanagementllc
- Instagram @awmfl
- LinkedIn @advanced-wealth-management
- YouTube @awmfl

## Changes in the filing (last 12 months)

### September 2026
- Registered or notice-filed in NH, TX.

### August 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Advanced Wealth Management (CRD 284438): Form ADV filing data as of October 2026.