Avant Wealth Management, Llc
- Regulatory AUM
- $2.4M
- Discretionary
- $2.4M
- Clients
- 7
- Avg AUM / client
- $348K
- Accounts
- 16
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 3 | $588K | 24.1% |
| High net worth individuals | 4 | $1.8M | 75.9% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Moore Industries 401(k) Savings Plan Moore Industries International, Inc | 2024 | |
| Bell Automotive Network 401 K Plan Bell Motor Cars, Inc. | 2024 | |
| Bbp Sales, Llc 401(k) Plan Bbp Sales, Llc | 2024 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nicholas Paul Schilling | Registered representative | May 2018 (8y) |
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.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Moore Industries 401(k) Savings Plan | Moore Industries International, Inc | 127 | $16.7M | 01/01/2024 |
| Bell Automotive Network 401 K Plan | Bell Motor Cars, Inc. | 352 | $14.0M | 01/01/2024 |
| Bbp Sales, Llc 401(k) Plan | Bbp Sales, Llc | 170 | $17.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/08/2026 | 986 KB | 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
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Truist Financial Corp $2.5M (101% of AUM) Apr 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: Apr 08, 2026.
View current Form ADV (SEC/IAPD) ↗