ADVANTAGE WEALTH ADVISORS
THRELKELD, VIRGIL JOHN Legal Name
Adviser information for ADVANTAGE WEALTH ADVISORS last updated from Form ADV on August 8th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Sole Proprietorship |
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Fiscal Year End | DECEMBER |
Legal Location | California, United States |
Employees
Total Number of Employees | 6 |
---|---|
Investment Advisory/Research | 6 |
Registered Broker-Dealer Representatives | 4 |
Registered State Investment Advisers | 4 |
Licensed Agents of an Insurance Company | 3 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 203 | $106.9M |
Non-Discretionary | 0 | $0 |
Total | 203 | $106.9M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 194 | $86.8M |
HNW Individuals | 9 | $20.1M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 26-50 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
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Compensation | % of AUMHourly chargesFixed fees |
Identifiers
SEC RIA File Number | 801-128284 |
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SEC ERA File Number | 801-128284 |
SEC CIK Numbers | None |
SEC CRD Numbers | 280028 |
Legal Entity Identifier | None |
Principal Office
3189 DANVILLE BLVD. SUITE 280ALAMO
CA
United States
Monday - Friday, 9:00 AM - 4:00 PM
Tel: (925) 837-1600, Fax: (925) 837-1605
Chief Compliance Officer
VIRGIL JOHN THRELKELD
PRESIDENT & FOUNDING PARTNER
3189 DANVILLE BLVD. SUITE 280
ALAMO
CA
United States
Tel:
(925) 837-1600
Fax:
(925) 837-1605
J***@**************************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
THRELKELD, VIRGIL, JOHN | Individual | – | PRESIDENT & FOUNDING PARTNER & CCO | 08/2015 | > 75% |