AUMdb

Advanced Financial Solutions, Inc.

State-registered Wealth Manager · Boutique (under $100M) CRD 121538 · SEC file 801-70973 · Boise, ID · www.linkedin.com
☆ Save with Pro ADV data as of Mar 31, 2026
Regulatory AUM
$16.7M
Discretionary
$16.7M
Clients
59
Avg AUM / client
$283K
Accounts
163
Employees
2

AUM over time

$12.5M $16.7M
Dec 2011 Dec 2025

Annual snapshots from Form ADV filings · as of Mar 31, 2026

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 47 $8.3M 49.6%
High net worth individuals 12 $6.1M 36.6%
Pension and profit sharing plans Fewer than 5 clients $1.7M 10.2%
Charitable organizations Fewer than 5 clients $591K 3.54%

Retirement plan clients

Plans that reported this firm as an investment service provider on Form 5500 Schedule C.

Plan Location Plan year
United Airlines Pilot Retirement Account Plan United Airlines, Inc. 2024

People (2)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
David Arthur Wilhite Chief Compliance Officer, President CFP Chartered Financial Consultant Aug 1993 (33y) 75% or more
William Henry Overton Registered representative CFP Aug 2019 (7y)

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Retirement plans served (1)

PlanSponsorParticipantsPlan assetsAs of
United Airlines Pilot Retirement Account Plan United Airlines, Inc. 17,444 $16.8B 01/01/2024

From Form 5500 service-provider disclosures.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/31/2026 990 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Fixed fees

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.

View current Form ADV (SEC/IAPD) ↗