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ADVISOR SHARE WEALTH MANAGEMENT, LLC
CRD 307997File 801-127122
APPROVED
Retail clients
Filing as of Sep 9, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 38 | 47 | increased by9 |
| Apr 1, 2026 | Clients | 963 | 2,521 | increased by1,558 |
| Apr 1, 2026 | AUM | $185,181,144 | $376,943,321 | increased by$191,762,177 |
| Apr 1, 2026 | Accounts | 1,429 | 2,531 | increased by1,102 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ADVISOR SHARE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ADVISOR SHARE” may also match similarly-named firms). Confirm identity against each filing.
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.