# Advisor Share Wealth Management

Advisor Share Wealth Management is a Bank / Wealth / Trust based in Vancouver, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Vancouver, United States
- **Region:** North America
- **Address:** Vancouver, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** advisorsharewm.com

## Regulatory record

- **CRD number:** 307997
- **SEC file number:** 801-127122
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/307997

## About

Advisor Share Wealth Management was established in 2020 as a US-registered investment advisor. It focuses on advisory work for individuals, high-net-worth individuals, pension plans, and profit-sharing plans. The firm supplies investment advisory services, financial planning, portfolio management, asset management, and tax planning. No specific asset-class allocations, named holdings, or geographic deployment details appear in available records. Team size, additional offices, and recent operational events remain unreported. No adjacent philanthropic or operating vehicles are disclosed. The firm operates under standard RIA registration with no identified sourcing model, co-investor network, or succession structure beyond basic advisory scope.

## Questions

### Who runs investment decisions at Advisor Share Wealth Management?

No named principals or CIO appear in public records.

### What services does Advisor Share Wealth Management provide?

The firm offers investment advisory, financial planning, portfolio management, asset management, and tax planning.

### Which clients does Advisor Share Wealth Management serve?

It advises individuals, high-net-worth individuals, pension plans, and profit-sharing plans.

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

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