# Avanti Wealth Management

> Avanti Wealth Management is a state-registered investment advisory firm in Rutherford, NJ, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 319737
- Filed as: AVANTI WEALTH MANAGEMENT
- Legal name: Avanti Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Rutherford, NJ
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/319737
- AdvisorCensus page: https://advisorcensus.com/firm/avanti-wealth-management-rutherford-nj-319737

## 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.

**Where is Avanti Wealth Management located?**
Avanti Wealth Management's principal office is in Rutherford, NJ, 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 2022. Status as filed: APPROVED. CRD 319737.

**How much does Avanti Wealth Management manage?**
Avanti Wealth Management reports $75,048,000 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) (136).

**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/319737

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $75,048,000
- Discretionary: $75,048,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 136 | $74,419,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $629,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- avantiwm.com
- Facebook @AvantiWM
- LinkedIn @avanti-wealth-management-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Avanti Wealth Management (CRD 319737): Form ADV filing data as of October 2026.