# Advantage Wealth Partners

Advantage Wealth Partners is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** advantagewealthpartners.com
- **LinkedIn:** https://www.linkedin.com/company/advantage-wealth-partners

## Regulatory record

- **CRD number:** 329635
- **SEC file number:** 801-129470
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/329635

## About

Advantage Retirement Group is dedicated to guiding high-net-worth individuals and families towards their financial goals, with a focus on tax-efficient investment strategies and retirement planning. We offer a comprehensive range of services tailored to your unique needs, leveraging the advantage of institutional investment management strategies to maximize your potential for success.

## Sectors

- Real Estate
- Private Credit
- Private Equity

## People

- Robert J. Moore — Founder and Managing Partner

## Questions

### Does Advantage Wealth Partners operate a traditional blind-pool fund?

No. The firm structures each investment as a standalone transaction through a special-purpose vehicle, avoiding the traditional commingled fund model entirely. This episodic, deal-by-deal syndication approach means co-investors participate only in individual assets they choose to underwrite, with no obligation to commit capital across a blind pool or on a predetermined timeline.

### Does the firm publish its assets under management or performance track record?

Advantage Wealth Partners does not publicly disclose assets under management, total deployment, or a formal performance track record. As a private principal investment vehicle that syndicates on a deal-by-deal basis, it is not subject to public reporting requirements and has chosen not to market itself through traditional institutional channels.

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- [Shift 4 Advisors](https://altss.com/profile/shift-4-advisors-inc)

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Last updated: 2026-06-03T20:00:00.000Z

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