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Avant Wealth Management
AVANT WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser with $2 million in regulatory assets under management. The firm has 1 employee and 1...
Avant Wealth Management
AVANT WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser with $2 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Nashville
Corporate office
Nashville, TN, United States
Principals
Not publicly disclosed
Not publicly disclosed
Sector focus
Frequently asked questions
How does Avant Wealth Management differ from a large bank wealth manager?
As a smaller RIA, Avant Wealth Management likely provides more personalized service and independent advice, without proprietary product sales pressure. Such firms often have lower minimums and closer relationships with clients, though scale and resources may be more limited than major institutions.
What services does Avant Wealth Management offer?
Based on its RIA registration, the firm likely provides investment management, financial planning, retirement guidance, and tax-efficient strategies. Specific service lines are not detailed in public filings, but typical offerings for such firms include estate planning coordination and goal-based asset allocation.
Is Avant Wealth Management a family office?
The firm is registered as an RIA and markets itself as wealth management, not explicitly as a family office. However, its focus on high-net-worth clients and comprehensive planning aligns with multi-family office services. Without public disclosure, the structure remains ambiguous.
Where is Avant Wealth Management located?
The firm is based in Nashville, Tennessee, United States. No additional offices are documented in public sources.
What is the minimum investment for Avant Wealth Management?
Minimum investment requirements are not disclosed in public records. Many independent RIAs set minimums in the range of $500,000 to $5 million, but this is speculative without confirmation from the firm.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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