# Advanced Wealth Management

Advanced Wealth Management is a Multi Family Office based in Sarasota, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Sarasota, United States
- **Region:** North America
- **Address:** Sarasota, FL, United States
- **Founded:** 2003
- **Assets under management:** Undisclosed
- **Website:** advancedwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/advanced-wealth-management

## Regulatory record

- **CRD number:** 284438
- **SEC file number:** 801-136416
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-05-01T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/284438

## About

Advanced Wealth Management was established in 2003 as Advanced Wealth Management, LLC in Florida. John Karpinsky and Tom Winkels serve as co-founders. Daniel Klein acts as principal. The firm operates from Sarasota and focuses on multi-generational client relationships. The firm allocates across private equity, private credit, real estate, hedge funds, infrastructure, and direct co-investments or SPVs. Confirmed technology focuses include AI/ML, biotech, and cybersecurity. Investment stages span seed through late stage. Geographic reach covers North America and Europe. Portfolio holdings and specific co-investors remain undisclosed in available records. No recent operational events from the last 24 months appear in sourced materials. Team size and additional offices are not publicly quantified. Philanthropic activity includes support for the Alzheimer’s Association, American Red Cross Hurricane Relief, Habitat for Humanity, and Ronald McDonald House. The firm maintains multiple DBAs and legal aliases tied to SEC-registered entities with CRD numbers 119169 and 284438. This structure separates advisory functions from family-office services without a disclosed single-family mandate or succession plan.

## Sectors

- InsurTech
- ClimateTech
- Data Analytics
- FinTech
- Industrial Tech
- PropTech
- Healthcare Services
- Energy Transition & Renewables
- Supply Chain & Logistics

## People

- John Karpinsky — Co-founder
- Tom Winkels — Co-founder
- Daniel Klein — Principal

## Questions

### Who runs investment decisions at Advanced Wealth Management?

John Karpinsky and Tom Winkels serve as co-founders. Daniel Klein holds the role of principal. Day-to-day investment authority is not further detailed in public records.

### Does Advanced Wealth Management participate in fund commitments or only direct deals?

The firm uses direct co-investments or SPVs alongside fund commitments. It also holds positions in hedge funds and private credit.

### What investment stages does Advanced Wealth Management typically target?

The firm covers early stage, growth, late stage, and seed investments.

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- [Across Asset Management](https://altss.com/profile/across-asset-management-inc-samer-danial-family-office)
- [AFO Group](https://altss.com/profile/afo-group)

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Last updated: 2026-07-06T01:24:10.792Z

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