# Advowealth Advisors, LLC

> Advowealth Advisors, LLC is a state-registered investment advisory firm in Reno, NV, registered since 2006, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 140034
- Filed as: ADVOWEALTH ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Reno, NV
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/140034
- AdvisorCensus page: https://advisorcensus.com/firm/advowealth-advisors-llc-reno-nv-140034

## Quick answers

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

**Where is Advowealth Advisors, LLC located?**
Advowealth Advisors, LLC's principal office is in Reno, NV, according to its Form ADV.

**Is Advowealth Advisors, LLC registered with the SEC or a state?**
Advowealth Advisors, LLC is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 140034.

**How much does Advowealth Advisors, LLC manage?**
Advowealth Advisors, LLC reports $53,512,648 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (26% discretionary).

**What types of clients does Advowealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (96); pension and profit sharing plans (but not the plan participants or government pension plans) (71); high net worth individuals (5).

**Does Advowealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/140034

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $53,512,648
- Discretionary: $13,965,885
- Non-discretionary: $39,546,763

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 96 | $7,626,456 |
| High net worth individuals | 5 | $5,452,304 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 71 | $40,067,460 |
| Corporations or other businesses not listed above | 2 | $366,428 |

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

### Firm details
- Registered since: 2006 (20 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- advowealth.com
- LinkedIn @advowealth-advisors-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Advowealth Advisors, LLC (CRD 140034): Form ADV filing data as of October 2026.