# Avanti Wealth Management

> Avanti Wealth Management is a state-registered investment advisory firm in Longwood, FL, registered since 2006, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 137322
- Filed as: AVANTI WEALTH MANAGEMENT
- Legal name: Avanti Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Longwood, FL
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/137322
- AdvisorCensus page: https://advisorcensus.com/firm/avanti-wealth-management-longwood-fl-137322

## Quick answers

**How is Avanti Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Avanti Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

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

**Is Avanti Wealth Management registered with the SEC or a state?**
Avanti Wealth Management is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 137322.

**How much does Avanti Wealth Management manage?**
Avanti Wealth Management reports $55,591,918 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary).

**What types of clients does Avanti Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (87); high net worth individuals (24); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Does Avanti Wealth Management 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/137322

## 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

### Regulatory assets under management (Item 5.F)
- Total: $55,591,918
- Discretionary: $55,591,918
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 87 | $22,196,648 |
| High net worth individuals | 24 | $25,141,897 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $6,118,072 |
| Charitable organizations | 2 | $1,280,474 |
| Corporations or other businesses not listed above | 2 | $854,827 |

### 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)
- Other

### Firm details
- Registered since: 2006 (20 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- avantiwealth.com
- Facebook @AVANTIWEALTH
- LinkedIn @avanti-wealth-management
- X @AVANTIWEALTH

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Avanti Wealth Management (CRD 137322): Form ADV filing data as of October 2026.