ADVISOR SHARE WEALTH MANAGEMENT, LLC

VANCOUVER, Washington·5 registered advisors·CRD# 307997
SEC# 801-12712221866-232-3251
01

Firm Overview

AUM
$48M
Regulatory assets under management
Employees
24
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: INVESTMENT PLATFORM FEES
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at ADVISOR SHARE WEALTH MANAGEMENT, LLC

5 registered advisors
Blair Bruce Schadler
VANCOUVER, Washington
Daniel W Mcdonald
VANCOUVER, Washington
Lauren Angelina Defranceso
VANCOUVER, Washington
Roccy Michael Defranceso
VANCOUVER, Washington
Roccy Mitchell Defranceso
VANCOUVER, Washington
05

Office Locations

VANCOUVER, Washington
5 advisors

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Data sourced from SEC Form ADV filings. ADVISOR SHARE WEALTH MANAGEMENT, LLC (CRD# 307997) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.