ADVANCE WEALTH MANAGEMENT SERVICE, LLC
CRD #301780 SEC #801-115284 GRAND RAPIDS, MI 616-425-7520
SEC Registered
Total AUM
$41.5M
Discretionary
$41.5M
Employees
1
Clients
0
Accounts
350
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 14, 2019
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PHELPS, THADDEUS, DWIGHT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PHELPS, THADDEUS, DWIGHT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PHELPS, THADDEUS, DWIGHT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PHELPS, THADDEUS, DWIGHT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PHELPS, THADDEUS, DWIGHT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PHELPS, THADDEUS, DWIGHT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Nov 14, 2019 REGISTERED
Notice Filings (1)
MI
Address
2690 LUCERNE DR. SEGRAND RAPIDS, MI 49546
United States
Phone: 616-425-7520