Advisor Share Wealth Management, LLC

Overview

Advisor Share Wealth Management, LLC is an SEC registered investment adviser based in Vancouver, WA, registered since 2020. It reports $377M in assets under management across 2,531 accounts, with 47 employees. It has 48 investment adviser representatives.

Reported AUM

$377M

Discretionary

100%

Accounts

2,531

Average account

$149K

Employees

47

Advisory reps

48

Registered since

2020

Jurisdictions

34

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals
• Other Investment Advisors

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets

Executive officers 2 of 2

• Blair Bruce Schadler Owner; Chief Operating Officer CRD 2537773
• Andrew Thomas Lucich Chief Compliance Officer CRD 2227654

Advisory reps 3 of 48

• Tony Lee Adkison Insurance Agent · Investment Adviser Rep CRD 5860007
• Jared S Argo Insurance Agent · Investment Adviser Rep CRD 7415094
• Arthur John Bernaducci Insurance Agent · Investment Adviser Rep CRD 2298476

45 more advisory reps, with emails, phones and branch locations

Location

Headquarters

13215 SE Mill Plain Blvd Ste C8-321
Vancouver, WA 98684

County

Clark

Metro area

Portland-Vancouver-Hillsboro, OR-WA

Region

West

Registrations

• SEC registered
• Registered in 34 jurisdictions
• Website: advisorsharewm.com

Every state, with registration dates

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