# Advantage Wealth Management

Advantage Wealth Management is a Multi Family Office based in Lafayette, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Lafayette, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** $500M - $1B (Altss estimate)
- **Website:** advantagewealthmanagement.com

## Regulatory record

- **CRD number:** 135092
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/135092

## About

Advantage Wealth Management, L.L.C. is a state-registered investment adviser in Lafayette, LA. The firm manages approximately $5 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Real Estate
- Private Credit
- Hedge Funds
- Private Equity

## Questions

### Does the firm manage proprietary funds or act only as an advisor?

Advantage Wealth Management does not offer proprietary fund products. Public records indicate it acts purely as a fiduciary advisor and gatekeeper, constructing customized portfolios for individual families using third-party managers and direct investments. This separates it from firms that earn management fees on in-house strategies.

### What types of assets does Advantage Wealth Management typically invest in?

Based on the firm's public profile, asset-class exposure centers on direct real estate acquisitions — primarily in New York, Florida, and California — alongside allocations to middle-market private credit funds, hedge fund partnerships, and select private equity commitments. The firm does not publicly disclose sector exclusions.

## Related profiles

- [Intelligent Capitalworks](https://altss.com/profile/intelligent-capitalworks)
- [Providence Financial Services](https://altss.com/profile/providence-financial-services-llc)

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

Canonical page: https://altss.com/profile/advantage-wealth-management-llc

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