Chief Executive Officer; Chief Compliance Officer; Director; Managing Member · Advanced Wealth Management
Antonio P. Gomes
CRD 4601477 · Named on Form ADV at one SEC-registered adviser
At a glance
Advanced Wealth Management, an SEC-registered wealth manager based in Sarasota, FL with $111 million in regulatory assets, lists Antonio P. Gomes on its Form ADV as Chief Executive Officer; Chief Compliance Officer; Director; Managing Member, a control person.
Firms and roles
- Advanced Wealth ManagementChief Executive Officer; Chief Compliance Officer; Director; Managing MemberWealth manager · Sarasota, FL · $111M in regulatory assets
AtlasMembers
Antonio’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Antonio’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.