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Schadler","detail":"Owner; chief operations officer in the 25% to 50% ownership band and a control person, since April 2020."},{"label":"Murry'S Ventures LLC","detail":"Owner in the 25% to 50% ownership band and a control person, since April 2020."},{"label":"Synergy Financial Services, Inc.","detail":"Owner in the 25% to 50% ownership band and a control person, since November 2022."},{"label":"M33 Holdings, LLC","detail":"Owner in the 25% to 50% ownership band and a control person, since November 2022."},{"label":"Lauren and Roccy Defrancesco 2015 Gift Trust","detail":"Indirect owner: a owner of Murry'S Ventures LLC in the 75% or more band, since January 2015.","parent":"Murry'S Ventures LLC"},{"label":"Roccy Defranceso","detail":"Indirect owner: trustee of Lauren and Roccy Defrancesco 2015 Gift Trust and a control person, since January 2015. Also manager of Murry'S Ventures LLC and a control person, since January 2015.","parent":"Lauren and Roccy Defrancesco 2015 Gift Trust"},{"label":"Joseph Maas","detail":"Indirect owner: a owner of Synergy Financial Services, Inc. in the 75% or more band and a control person, since July 2001.","parent":"Synergy Financial Services, Inc."},{"label":"Daniel McDonald","detail":"Indirect owner: a owner of M33 Holdings, LLC in the 75% or more band and a control person, since November 2022.","parent":"M33 Holdings, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":35,"privateResidences":37},"listedOfficeAddresses":5,"foreignOffices":[],"officesByState":[{"state":"Illinois","offices":1,"addresses":[{"street":"200 N Kansas Avenue","city":"Morton"}]},{"state":"Indiana","offices":1,"addresses":[{"street":"931 E. 86th Street","city":"Indianapolis"}]},{"state":"Iowa","offices":1,"addresses":[{"street":"1719 Hill Avenue","city":"Spirit Lake"}]},{"state":"Michigan","offices":1,"addresses":[{"street":"7692 Schoolside Drive","city":"Hudsonville"}]},{"state":"Washington","offices":1,"addresses":[{"street":"13215 Se Mill Plain BLVD, Suite C8-321","city":"Vancouver","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"866-232-3251","stateRegisteredReps":41,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)","Other"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services","Selection of other advisers (including private fund managers)","Other"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":63},{"label":"Non-exchange-traded equity securities","percent":1},{"label":"U.S. government/agency bonds","percent":5},{"label":"Investment grade corporate bonds","percent":10},{"label":"Securities issued by registered investment companies or business development companies","percent":14},{"label":"Cash and cash equivalents","percent":7}],"privateFunds":0},"sources":{"adv1FilingDate":"9 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/307997/PDF/307997.pdf","brochureDate":"25 August 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055927","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 Advisor Share Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Advisor Share Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Advisor Share Wealth Management charge?","answer":"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.","source":"FORM ADV PART 2A (POM), filed 25 August 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Advisor Share Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Advisor Share Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Advisor Share Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Advisor Share Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Advisor Share Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Advisor Share Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 9 September 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."}