Advisor Share Wealth Management, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 307997
· SEC file 801-127122
· Vancouver, WA
· advisorsharewm.com
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ADV data as of Jul 06, 2026
- Regulatory AUM
- $377M
- Discretionary
- $377M
- Clients
- 2,521
- Avg AUM / client
- $150K
- Accounts
- 2,531
- Employees
- 47
AUM over time
$9.0M
$377M
Dec 2022
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,174 | $154M | 40.8% |
| High net worth individuals | 42 | $115M | 30.6% |
| Pension and profit sharing plans | Fewer than 5 clients | $5.0M | 1.33% |
| Other investment advisers | 305 | $102M | 27.1% |
| Corporations and other businesses | Fewer than 5 clients | $400K | 0.11% |
People (50)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joseph Merrell Maas | Owner | CFP Chartered Financial Consultant CFA | Jul 2001 (25y) | ≈ 37.5% – 75% via Synergy Financial Services, Inc. |
| Defranceso, Lauren, Angelina | Owner | Jan 2015 (12y) | ≈ 3.75% – 18.75% via Lauren And Roccy Defrancesco 2015 Gift Trust | |
| Defranceso, Roccy, Michael | Trustee | Jan 2015 (12y) | GP / trustee / elected manager of Lauren And Roccy Defrancesco 2015 Gift Trust (indirect) | |
| Defranceso, Roccy, Mitchell | Owner | Jan 2015 (12y) | ≈ 3.75% – 18.75% via Lauren And Roccy Defrancesco 2015 Gift Trust | |
| Blair Bruce Schadler | Owner; Chief Compliance Officer | Apr 2020 (6y) | 10% – 25% | |
| Mc Donald, Daniel, W | Owner | Nov 2022 (4y) | ≈ 7.5% – 25% via M33 Holdings, Llc | |
| Kara Lynn Mitchell | Registered representative | Mar 2023 (3y) | ||
| Matthew Thomas Brady | Registered representative | Apr 2023 (3y) | ||
| Richard Roy Kirk | Registered representative | May 2023 (3y) | ||
| Veronica Osmonov | Registered representative | CFP | May 2023 (3y) | |
| Walter Marvin Wittrock | Registered representative | May 2023 (3y) | ||
| Shaun Robert Vaught | Registered representative | May 2023 (3y) | ||
| Richard John Luckow | Registered representative | Jun 2023 (3y) | ||
| Donald Craig Hoffman | Registered representative | Mar 2024 (2y) | ||
| David Robert Montermini | Registered representative | May 2024 (2y) | ||
| John James Lowry | Registered representative | May 2024 (2y) | ||
| Richard Scott Shelley | Registered representative | Jul 2024 (2y) | ||
| Larry Wayne Dykes | Registered representative | Chartered Financial Consultant | Jul 2024 (2y) | |
| Jeffrey Paul Riesberg | Registered representative | Aug 2024 (2y) | ||
| John Andrew White | Registered representative | Oct 2024 (2y) | ||
| Donald Nathan Cameron | Registered representative | Oct 2024 (2y) | ||
| Michael Patrick Nolan | Registered representative | Oct 2024 (2y) | ||
| Gary James Sipos | Registered representative | Jan 2025 (2y) | ||
| Jeffrey Alan Bettermann | Registered representative | Jan 2025 (2y) | ||
| Kurt Allen Berry | Registered representative | Jan 2025 (2y) | ||
| Timothy Edward Meyer | Registered representative | Jan 2025 (2y) | ||
| Michael Feriola | Registered representative | Jan 2025 (2y) | ||
| John Theodore Kozak | Registered representative | Feb 2025 (1y) | ||
| Robert Rocco La Spada | Registered representative | Mar 2025 (1y) | ||
| Christopher Jason Hinchey | Registered representative | Apr 2025 (1y) | ||
| Thomas W Repaskey | Registered representative | Apr 2025 (1y) | ||
| Robert Richard Wolf | Registered representative | Jun 2025 (1y) | ||
| James Silvagni | Registered representative | Jun 2025 (1y) | ||
| Stephen Scott Harper | Registered representative | Jul 2025 (1y) | ||
| Larry Mckinley Hales | Registered representative | Jul 2025 (1y) | ||
| Ian Patrick Schrup | Registered representative | Sep 2025 (1y) | ||
| James Lee Wisdom | Registered representative | CFP | Dec 2025 (1y) | |
| Clifford Jonathan Camarda | Registered representative | CFP Chartered Financial Consultant | Dec 2025 (1y) | |
| Arthur John Bernaducci | Registered representative | Jan 2026 (1y) | ||
| Rexford Kent Cattanach | Registered representative | Jan 2026 (1y) | ||
| David Mersky | Registered representative | Jan 2026 (1y) | ||
| John Burke Marshall | Registered representative | Jan 2026 (1y) | ||
| Susan Marie Iverson | Registered representative | CFP | Feb 2026 (0y) | |
| Jade Aaron Rossback | Registered representative | Mar 2026 (0y) | ||
| Jason Siebert | Registered representative | Apr 2026 (0y) | ||
| Scott Royal Smith | Registered representative | Apr 2026 (0y) | ||
| Cecil Matthew Hight | Registered representative | CFP | Apr 2026 (0y) | |
| Michael Timmy Tran | Registered representative | May 2026 (0y) | ||
| Tony Lee Adkison | Registered representative | May 2026 (0y) | ||
| Jeffrey Stephen Blocker | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Synergy Financial Services, Inc. | Owner | Nov 2022 | A | 50% – 75% |
| Murry's Ventures Llc | Owner | Apr 2020 | A | 10% – 25% |
| M33 Holdings, Llc | Owner | Nov 2022 | A | 10% – 25% |
| Lauren And Roccy Defrancesco 2015 Gift Trust | Owner | Jan 2015 | B | ≈ 7.5% – 25% via Murry's Ventures Llc |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Joseph Merrell Maas: 75% – 100% of Synergy Financial Services, Inc. × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Defranceso, Lauren, Angelina: 50% – 75% of Lauren And Roccy Defrancesco 2015 Gift Trust × 75% – 100% of Murry's Ventures Llc × 10% – 25% direct ≈ 3.75% – 18.75% of the firm
- Defranceso, Roccy, Mitchell: 50% – 75% of Lauren And Roccy Defrancesco 2015 Gift Trust × 75% – 100% of Murry's Ventures Llc × 10% – 25% direct ≈ 3.75% – 18.75% of the firm
- Mc Donald, Daniel, W: 75% – 100% of M33 Holdings, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Lauren And Roccy Defrancesco 2015 Gift Trust: 75% – 100% of Murry's Ventures Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/06/2026 | 1.39 MB | 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
- • Hourly charges
- • Fixed fees
- • Other fees
- • INVESTMENT PLATFORM FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $292M (78% of AUM) Jul 2026
- Nationwide Investment Services Corporation $2.3M (20% of AUM) Jan 2024
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: Jul 06, 2026.
View current Form ADV (SEC/IAPD) ↗