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ADVISOR SHARE WEALTH MANAGEMENT, LLC
CRD 307997File 801-127122
APPROVED
Retail clients
Filing as of Aug 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$376.9M
Below cohort median (national)
Discretionary AUM
$376.9M
Clients
2,521
2,531 accounts
Employees
47
Above cohort median in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jan 3, 2023
- Principal office
- 13215 SE MILL PLAIN BLVD, SUITE C8-321, VANCOUVER, WA, 98684
- Phone
- 866-232-3251
- Website
- https://advisorsharewm.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $376.9M
- Discretionary AUM
- $376.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,531
- Non-discretionary accounts
- 0
- Total accounts
- 2,531
- AUM per client
- $150K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $400K |
| Other investment advisers | 305 | $102.1M |
| High net worth individuals | 42 | $115.5M |
| Pension and profit sharing plans | Fewer than 5 | $5.0M |
| Individuals (other than high net worth individuals) | 2,174 | $154.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — INVESTMENT PLATFORM FEES
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.