Advisor Share Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Advisor Share Wealth Management reports 2,521 clients. They include 2,174 individual clients, 305 other investment advisers and 42 high-net-worth individuals. Of its assets, 100.0% ($377M across 2,531 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 86% | 41% |
| High-net-worth individuals | 2% | 31% |
| Pension and profit-sharing plans | Fewer than 5 | 1% |
| Other investment advisers | 12% | 27% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 2,174 | $154M | 40.8% | $70.8K |
| High-net-worth individuals | 42 | $115M | 30.6% | $2.75M |
| Pension and profit-sharing plans | Fewer than 5 | $5M | 1.3% | — |
| Other investment advisers | 305 | $102M | 27.1% | $335K |
| Corporations and other businesses | Fewer than 5 | $400K | 0.1% | — |
| Total | 2,521 | $377M | 100% | — |
- Clients
- 2,174
- Regulatory AUM
- $154M
- AUM share
- 40.8%
- Avg. per client
- $70.8K
- Clients
- 42
- Regulatory AUM
- $115M
- AUM share
- 30.6%
- Avg. per client
- $2.75M
- Clients
- Fewer than 5
- Regulatory AUM
- $5M
- AUM share
- 1.3%
- Avg. per client
- —
- Clients
- 305
- Regulatory AUM
- $102M
- AUM share
- 27.1%
- Avg. per client
- $335K
- Clients
- Fewer than 5
- Regulatory AUM
- $400K
- AUM share
- 0.1%
- Avg. per client
- —
Total
- Clients
- 2,521
- Regulatory AUM
- $377M
- AUM share
- 100%
- Avg. per client
- —
- 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
Advisor Share Wealth Management charges 0.50%–1.90% for its Portfolio Management and Selection of Other Advisers. The brochure does not state whether the rate is annual. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Stand-alone fixed fees generally range from $500 to $25,000, or $250 per hour.
- Retirement Plan Asset Management Services
- Individually negotiated fees generally range from 0.50% to 1.75% of plan assets.
Blair Schadler owns 25% to 50% of Advisor Share Wealth Management. The leadership team of Advisor Share Wealth Management includes Chief Compliance Officer Andrew Lucich. It has 47 employees, 41 of them in advisory roles.
Leadership
- Andrew LucichChief Compliance Officer
- Blair SchadlerOwner; Chief Operations Officer
Investment adviser representatives
49 representatives listed in the SEC register as of 9 October 2026.
- Tony Lee Adkison
- Jared Shawn Argo
- Arthur John Bernaducci
- Kurt Allen Berry
- Jeffrey Alan Bettermann
- Jeffrey Stephen Blocker
- Blake S Brady
- Matthew Thomas Brady
- Clifford Jonathan Camarda
- Donald Nathan Cameron
- Rexford Kent Cattanach
- Larry Wayne Dykes
- Michael Feriola
- Larry McKinley Hales
- Stephen Scott Harper
- Cecil Matthew Hight
- Christopher Jason Hinchey
- Donald Craig Hoffman
- Susan Marie Iverson
- Richard Roy Kirk
- John Theodore Kozak III
- Robert Rocco La Spada
- John James Lowry
- Richard John Luckow
- John Burke Marshall
- David Mersky
- Timothy Edward Meyer
- Kara Lynn Mitchell
- David Robert Montermini
- Michael Patrick Nolan JR
- Veronica Osmonov
- Thomas W Repaskey
- Jeffrey Paul Riesberg
- Jade Aaron Rossback
- Blair Bruce Schadler
- Ian Patrick Schrup
- Stewart Douglas Scothorn
- Richard Scott Shelley
- James Silvagni
- Gary James Sipos
- Scott Royal Smith
- Michael Timmy Tran
- Shaun Robert Vaught
- John Andrew White
- James Lee Wisdom
- Walter Marvin Wittrock JR
- Robert Richard Wolf
- Alex Jason Wu
- Michael L Wurster
Staff
- 47 employees
- 41 in advisory functions
- 41 state-registered reps
- 41 insurance agents
- Owns 25% to 50% of Advisor Share Wealth Management, LLC
Blair Schadler
Control person · since April 2020
- Owns 25% to 50% of Advisor Share Wealth Management, LLC
Murry'S Ventures LLC
Control person · since April 2020
- Owns 75% or more of Murry'S Ventures LLC
Lauren and Roccy Defrancesco 2015 Gift Trust
since January 2015
Roccy Defranceso
Trustee · Control person · since January 2015
- Owns 25% to 50% of Advisor Share Wealth Management, LLC
Synergy Financial Services, Inc.
Control person · since November 2022
- Owns 75% or more of Synergy Financial Services, Inc.
Joseph Maas
Control person · since July 2001
- Owns 25% to 50% of Advisor Share Wealth Management, LLC
M33 Holdings, LLC
Control person · since November 2022
- Owns 75% or more of M33 Holdings, LLC
Daniel McDonald
Control person · since November 2022
Advisor Share Wealth Management’s regulatory assets grew 33.4× from $11.3M (June 2023) to $377M (September 2026); clients rose from 24 to 2,521 and employees from 2 to 47.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $377M | 2,521 | 47 | 36 |
| May 2025May 2025 | $185M | 963 | 38 | 36 |
| Jul 2024July 2024 | $48M | 205 | 24 | 22 |
| Jun 2023June 2023 | $11.3M | 24 | 2 | 4 |
Besides its headquarters, Advisor Share Wealth Management has 35 offices (37 private residences, listed without an address), with 5 listed addresses across 5 states.
Illinois · 1 listed address
- 200 N Kansas Avenue, Morton
Indiana · 1 listed address
- 931 E. 86th Street, Indianapolis
Iowa · 1 listed address
- 1719 Hill Avenue, Spirit Lake
Michigan · 1 listed address
- 7692 Schoolside Drive, Hudsonville
Washington · 1 listed address
- 13215 Se Mill Plain BLVD, Suite C8-321, VancouverHQ
Contact and registration details
- Legal name
- Advisor Share Wealth Management, LLC
- Headquarters
- 13215 Se Mill Plain BLVD, Suite C8-321, Vancouver, WA 98684
- Website
- advisorsharewm.com
- Phone
- 866-232-3251
- SEC file
- 801-127122
- Structure
- Michigan LLC
- Fiscal year end
- December
Advisor Share Wealth Management’s named custodian for separately managed accounts is Charles Schwab ($292M). Advisor Share Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $292M100%
At year end, Advisor Share Wealth Management’s separately managed accounts were mostly in stocks (64%) and bonds (15%).
What the accounts hold
- Stocks64%
- Exchange-traded equities63%
- Non-exchange-traded equities1%
- Funds14%
- Bonds15%
- Investment grade corporate bonds10%
- U.S. government and agency bonds5%
- Cash7%
How many clients does Advisor Share Wealth Management have?
Advisor Share Wealth Management has 2,521 clients and manages $377 million for them, as of September 2026. They include 2,174 individual clients, 305 other investment advisers and 42 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 September 2026
What services does Advisor Share Wealth Management offer?
Advisor Share Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Advisor Share Wealth Management charge?
Advisor Share Wealth Management charges 0.50%–1.90% for its Portfolio Management and Selection of Other Advisers. The brochure does not state whether the rate is annual. The fee is billed in arrears and is negotiable.
Which custodians does Advisor Share Wealth Management use?
Advisor Share Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $292M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 September 2026
How many financial advisors does Advisor Share Wealth Management have?
Advisor Share Wealth Management has 41 investment adviser representatives registered with state securities authorities, out of 47 employees, and 41 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 41 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 Advisor Share Wealth Management invest in?
At the end of its last fiscal year, Advisor Share Wealth Management’s separately managed accounts held 63% exchange-traded equities, 14% registered funds (mutual funds, ETFs, BDCs), 10% investment grade corporate bonds, 7% cash and equivalents, 5% U.S. government and agency bonds and 1% non-exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Advisor Share Wealth Management?
Advisor Share Wealth Management is owned through holding companies by Joseph Maas and Daniel McDonald. Its direct owners are Blair Schadler, Murry'S Ventures LLC, Synergy Financial Services, Inc. and M33 Holdings, LLC, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 9 September 2026
How does Advisor Share Wealth Management get paid?
Advisor Share Wealth Management is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. 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 Advisor Share Wealth Management?
Advisor Share Wealth Management’s main office is at 13215 Se Mill Plain BLVD, Suite C8-321, Vancouver, WA 98684. Its phone number is 866-232-3251. Its website is advisorsharewm.com.