At Advant Wealth, we believe that clients need comprehensive advice that considers the whole of their economic situation with respect to both their short and long-term goals. We strive to deliver custom-fit solutions and opportunities specifically tailored to each client’s individual needs. With our competitive advantage in the financial marketplace through our vast network of highly experienced professionals, we offer a wide range of services that rarely leaves us in a position where we can't improve the financial lives of our clients. Through strong ethics and integrity paired with sustainable financial practices, Advant Wealth ensures a brighter future. As the middle class of America continues to disappear, it becomes more and more vital to educate and prepare individuals for their fiscal future. That is why Advant Wealth works alongside local non-profits and financial businesses to educate and empower those interested in better positioning themselves to live prosperous lives. Our mission is to bridge the gap between the classes by providing information, tools, and opportunities usually held privy to high net worth individuals. Learn how you can take control of your financial future by visiting Advant Wealth today. Lifestyle | Longevity | Legacy
View Top Employees from Advant WealthWebsite | http://www.advantwealth.com |
Revenue | $2 million |
Employees | 3 (3 on RocketReach) |
Founded | 2013 |
Address | 18301 Von Karman Ave, Irvine, California 92612, US |
Phone | (310) 213-7503 |
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Industry | Financial Services, Finance General, Finance |
Competitors | Attentive Investments, LLC, Cox Advisors, Forman Investment Services, Fusco Financial Associates, Inc., Wealth Planning Network |
SIC | SIC Code 62 Companies, SIC Code 621 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies |
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The Advant Wealth annual revenue was $2 million in 2024.
Shawn Jeong is the Partner of Advant Wealth.
3 people are employed at Advant Wealth.
Advant Wealth is based in Irvine, California.
The NAICS codes for Advant Wealth are [5239, 52, 523].
The SIC codes for Advant Wealth are [62, 621].