{"url":"https://nivawealth.com/firms/advanced-wealth-management-284438","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/284438","regulatoryAum":110740116,"crd":"284438","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5346404","suffix":"III","lastName":"BRYANT","firstName":"CHARLES","middleName":"GYUDE"},{"crd":"4601477","suffix":null,"lastName":"GOMES","firstName":"ANTONIO","middleName":"PEDRO"},{"crd":"6870073","suffix":null,"lastName":"Martin","firstName":"Adam","middleName":null}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-136416","legalName":"Advanced Wealth Management, LLC","displayName":"Advanced Wealth Management","slug":"advanced-wealth-management-284438","website":"https://boutiquefamilyofficecfo.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/advanced-wealth-management/","founded":null,"organization":"Florida limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1990 Main Street, Suite 750","city":"Sarasota","state":"FL","stateName":"Florida","country":"United States","postalCode":"34236"},"tradeNames":["Boutique Family Office"],"registration":{"secApproved":"1 July 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":659167.3571428572,"staff":{"employees":4,"advisory":3,"brokerDealerReps":0,"insuranceAgents":4,"promoters":0},"aum":{"regulatory":110740116,"discretionary":110740116,"discretionaryAccounts":520,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":137,"regulatoryAum":58038895},{"label":"High-net-worth individuals","clients":31,"regulatoryAum":52701221}],"feePrograms":[{"role":"other","program":"Consulting Services","summary":"Consulting services are billed hourly at $500 per hour, or as an annual fixed fee generally between $500 and $5,000.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055192","versionId":1055192,"submittedOn":"2026-08-17","documentName":"FORM ADV PART 2A/2B BROCHURE & BROCHURE SUPPLEMENT"},{"role":"other","program":"Financial Planning Services","summary":"Financial planning is billed hourly at $500 per hour, or as a fixed fee generally between $500 and $5,000.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055192","versionId":1055192,"submittedOn":"2026-08-17","documentName":"FORM ADV PART 2A/2B BROCHURE & BROCHURE SUPPLEMENT"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T15:30:52.172809+00:00","documents":[{"name":"FORM ADV PART 2A/2B BROCHURE & BROCHURE SUPPLEMENT","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055192","versionId":1055192,"submittedOn":"2026-08-17"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":72656103}],"custodyNote":"Advanced Wealth Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Antonio Gomes","title":"Chief Executive Officer; Chief Compliance Officer; Director; Managing Member","crd":"4601477"}],"ownership":[{"label":"Antonio Gomes","detail":"Chief executive officer; chief compliance officer; director; managing member in the 75% or more ownership band and a control person, since June 2016."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":2},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"1990 Main Street, Suite 750","city":"Sarasota","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"941-451-8512","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)","Educational seminars/workshops"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":40},{"label":"Non-exchange-traded equity securities","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":54},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":2},{"label":"Cash and cash equivalents","percent":2},{"label":"Other","percent":1,"detail":"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."}],"privateFunds":0},"sources":{"adv1FilingDate":"17 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/284438/PDF/284438.pdf","brochureDate":"17 August 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055192","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Advanced Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Advanced Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Advanced Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Advanced Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Advanced Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Advanced Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Advanced Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Advanced Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 17 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}