Advowealth Advisors, Llc
State-registered
Institutional / Pension Advisor · Boutique (under $100M)
CRD 140034
· Reno, NV
· www.advowealth.com
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ADV data as of Mar 26, 2026
- Regulatory AUM
- $53.5M
- Discretionary
- $14.0M
- Clients
- 174
- Avg AUM / client
- $308K
- Accounts
- 217
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 96 | $7.6M | 14.3% |
| High net worth individuals | 5 | $5.5M | 10.2% |
| Pension and profit sharing plans | 71 | $40.1M | 74.9% |
| Corporations and other businesses | 2 | $366K | 0.68% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Thomas G Prutzman | Registered representative | Jun 2006 (20y) | ||
| Jonathon Christopher Olivas | Registered representative | Jan 2021 (6y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 1.06 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Paychex Securities Corporation $17.7M (33% of AUM) Mar 2026
- Truist Financial Corp $12.9M (24% of AUM) Mar 2026
- Human Interest Inc $6.9M (13% of AUM) Mar 2026
- Empower Annuity Insurance Company Of America $5.3M (10% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗