# Advisor Share Wealth Management, LLC

> Advisor Share Wealth Management, LLC is an SEC-registered investment advisory firm in Vancouver, WA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 9, 2026.

- CRD: 307997
- Filed as: ADVISOR SHARE WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Vancouver, WA
- Filing period: October 2026
- Form ADV filing dated: September 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/307997
- AdvisorCensus page: https://advisorcensus.com/firm/advisor-share-wealth-management-llc-vancouver-wa-307997

## Quick answers

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

**How much does Advisor Share Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated August 25, 2026 states: Flat fee: $500 to $25,000 (financial planning and/or consulting services); Hourly rate: $250 an hour (planning and consulting engagements). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Advisor Share Wealth Management, LLC located?**
Advisor Share Wealth Management, LLC's principal office is in Vancouver, WA, according to its Form ADV; the October 2026 filing also lists 4 other offices (Schedule D, Section 1.F).

**Is Advisor Share Wealth Management, LLC registered with the SEC or a state?**
Advisor Share Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 307997.

**How much does Advisor Share Wealth Management, LLC manage?**
Advisor Share Wealth Management, LLC reports $376,943,321 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (100% discretionary).

**How have Advisor Share Wealth Management, LLC's assets and staff changed since 2023?**
In the Form ADV data for Advisor Share Wealth Management, LLC: Regulatory assets under management: $11,300,000 in the October 2023 data and $376,943,321 in the October 2026 data, up 3236%. Total employees: 2 in October 2023 and 47 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Advisor Share Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,174); other investment advisers (305); high net worth individuals (42).

**Which custodians does Advisor Share Wealth Management, LLC use?**
Advisor Share Wealth Management, LLC'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 Advisor Share Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/307997

**Does Advisor Share Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated August 25, 2026 says: "In general, we require a minimum of twenty -five thousand dollars ($25,000.00) to open and maintain an advisory account. At our discretion, we may waive this minimum account size."

**What changed in Advisor Share Wealth Management, LLC's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in NM.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated August 25, 2026)

- Account minimum: $25,000 (the brochure says it may be waived or negotiated)

> In general, we require a minimum of twenty -five thousand dollars ($25,000.00) to open and maintain an advisory account. At our discretion, we may waive this minimum account size.

- Flat fee: $500 to $25,000 (financial planning and/or consulting services)

> The Firm’s planning and consulting fees are negotiable, but generally range from $500 to $ 25,000 on a fixed fee basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).

- Hourly rate: $250 an hour (planning and consulting engagements)

> Hourly planning and consulting engagements are also available at a rate of $250 per hour.

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: $376,943,321
- Discretionary: $376,943,321
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2,174 | $153,972,024 |
| High net worth individuals | 42 | $115,493,282 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $5,000,000 |
| Other investment advisers | 305 | $102,078,015 |
| Corporations or other businesses not listed above | Fewer than 5 | $400,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2023 (3 years)
- Employees: 47 total, 41 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NE, NH, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, UT, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Hudsonville, MI
- Indianapolis, IN
- Morton, IL
- Spirit Lake, IA

### Websites listed on Form ADV (Item 1.I)
- advisorsharewm.com
- aswealthmanagement.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $11,300,000 | 2 | August 25, 2023 |
| October 2024 | $48,003,023 | 24 | August 21, 2024 |
| October 2025 | $185,181,144 | 38 | May 30, 2025 |
| October 2026 | $376,943,321 | 47 | September 9, 2026 |

Regulatory assets under management: $11,300,000 in the October 2023 data and $376,943,321 in the October 2026 data, up 3236%.
Total employees: 2 in October 2023 and 47 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in NM.

### September 2026
- Updated its list of owners and control persons (Schedule A).

### August 2026
- Added an office in Indianapolis, IN.

### April 2026
- Employees performing advisory functions went from 37 to 41.
- Regulatory assets under management went from $185,181,144 to $376,943,321 (+104%).
- Added an office in Hudsonville, MI.
- No longer lists an office in Omaha, NE.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Employees performing advisory functions went from 35 to 37.
- Registered or notice-filed in DE, ID, MD.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Advisor Share Wealth Management, LLC (CRD 307997): Form ADV filing data as of October 2026.