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Thaddeus Dwight Phelps

ADVANCE WEALTH MANAGEMENT SERVICE, LLC·GRAND RAPIDS, Michigan
Clean recordADVANCE WEALTH MANAGEMENT SERVICE, LLC
2690 LUCERNE DR. SE, GRAND RAPIDS, MI 49546CRD# 2859949Firm CRD# 301780

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thaddeus Dwight Phelps · GRAND RAPIDS, MI
Registration
CRD #2859949 · ADVANCE WEALTH MANAGEMENT SERVICE, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Thaddeus Dwight Phelps is a registered financial advisor based in GRAND RAPIDS, Michigan, affiliated with ADVANCE WEALTH MANAGEMENT SERVICE, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ADVANCE WEALTH MANAGEMENT SERVICE, LLC
ADVANCE WEALTH MANAGEMENT SERVICE, LLC
AUM
$41M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at ADVANCE WEALTH MANAGEMENT SERVICE, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2859949
Firm CRD# 301780
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thaddeus Dwight Phelps offer?
Thaddeus Dwight Phelps specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GRAND RAPIDS, Michigan for a consultation.
What are Thaddeus Dwight Phelps's credentials?
Thaddeus Dwight Phelps is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thaddeus Dwight Phelps located?
Thaddeus Dwight Phelps is based in GRAND RAPIDS, Michigan, working with ADVANCE WEALTH MANAGEMENT SERVICE, LLC. Their office serves clients in the GRAND RAPIDS metropolitan area and surrounding communities.
How does Thaddeus Dwight Phelps charge for services?
Thaddeus Dwight Phelps's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ADVANCE WEALTH MANAGEMENT SERVICE, LLC?
ADVANCE WEALTH MANAGEMENT SERVICE, LLC has approximately 1 employees and manages $41M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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