Advanced Wealth Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars. Financial planning was provided to 1–10 clients last fiscal year.
Advanced Wealth Management reports 168 clients. They include 137 individual clients and 31 high-net-worth individuals. Of its assets, 100.0% ($111M across 520 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 82% | 52% |
| High-net-worth individuals | 18% | 48% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 137 | $58M | 52.4% | $424K |
| High-net-worth individuals | 31 | $52.7M | 47.6% | $1.7M |
| Total | 168 | $111M | 100% | $659K |
- Clients
- 137
- Regulatory AUM
- $58M
- AUM share
- 52.4%
- Avg. per client
- $424K
- Clients
- 31
- Regulatory AUM
- $52.7M
- AUM share
- 47.6%
- Avg. per client
- $1.7M
Total
- Clients
- 168
- Regulatory AUM
- $111M
- AUM share
- 100%
- Avg. per client
- $659K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Advanced Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Consulting Services
- Consulting services are billed hourly at $500 per hour, or as an annual fixed fee generally between $500 and $5,000.
- Financial Planning Services
- Financial planning is billed hourly at $500 per hour, or as a fixed fee generally between $500 and $5,000.
Antonio Gomes owns 75% or more of Advanced Wealth Management. Antonio Gomes is CEO. It has 4 employees, 3 of them in advisory roles.
Staff
- 4 employees
- 3 in advisory functions
- 3 state-registered reps
- 4 insurance agents
- Owns 75% or more of Advanced Wealth Management, LLC
Antonio Gomes
Control person · since June 2016
Besides its headquarters, Advanced Wealth Management has 2 offices (2 private residences, listed without an address), with 1 listed address in 1 state.
Florida · 1 listed address
- 1990 Main Street, Suite 750, SarasotaHQ
Other business names
Advanced Wealth Management has reported 1 other business name to the SEC.
- Boutique Family Office
Contact and registration details
- Legal name
- Advanced Wealth Management, LLC
- Headquarters
- 1990 Main Street, Suite 750, Sarasota, FL 34236
- Website
- boutiquefamilyofficecfo.com
- Phone
- 941-451-8512
- @advanced-wealth-management
- SEC file
- 801-136416
- Structure
- Florida LLC
- Fiscal year end
- December
Advanced Wealth Management’s named custodian for separately managed accounts is Charles Schwab ($72.7M). Advanced Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $72.7M100%
At year end, Advanced Wealth Management’s separately managed accounts were mostly in funds (56%) and stocks (41%).
What the accounts hold
- Stocks41%
- Exchange-traded equities40%
- Non-exchange-traded equities1%
- Funds56%
- Registered funds54%
- Pooled vehicles2%
- Cash2%
- Other1%
- Miscellaneous client account holdings and other assets not otherwise classified within the listed form adv section 5.k.(1) asset categories, based on the firm's internal records and custodian/service-provider classifications.1%
How many clients does Advanced Wealth Management have?
Advanced Wealth Management has 168 clients and manages $111 million for them, as of August 2026. They include 137 individual clients and 31 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 August 2026
What services does Advanced Wealth Management offer?
Advanced Wealth Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Advanced Wealth Management use?
Advanced Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $72.7M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 August 2026
How many financial advisors does Advanced Wealth Management have?
Advanced Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Advanced Wealth Management invest in?
At the end of its last fiscal year, Advanced Wealth Management’s separately managed accounts held 54% registered funds (mutual funds, ETFs, BDCs), 40% exchange-traded equities, 2% pooled vehicles (private funds and similar), 2% cash and equivalents, 1% non-exchange-traded equities and 1% other. The 1% other category is described as: Miscellaneous Client Account Holdings and Other Assets Not Otherwise Classified Within the Listed Form Adv Section 5.k.(1) Asset Categories, Based on the Firm'S Internal Records and Custodian/Service-Provider Classifications.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Advanced Wealth Management?
Advanced Wealth Management’s direct owner is Antonio Gomes (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 August 2026
How does Advanced Wealth Management get paid?
Advanced Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Advanced Wealth Management?
Advanced Wealth Management’s main office is at 1990 Main Street, Suite 750, Sarasota, FL 34236. Its phone number is 941-451-8512. Its website is boutiquefamilyofficecfo.com.
