About
Overview
Advanced Wealth Management, LLC
1990 Main St Ste 750
Sarasota, FL 34236-8000
See Hours
| Monday | 9:00 AM - 5:00 PM |
|---|---|
| Tuesday | 9:00 AM - 5:00 PM |
| Wednesday | 9:00 AM - 5:00 PM |
| Thursday | 9:00 AM - 5:00 PM |
| Friday | 9:00 AM - 5:00 PM |
BBB Accreditation & Rating
About This Business
BBB Accredited Since: 7/2/2024
Years in Business: 14
Products and Services
Photos and Videos
Business Details
- Local BBB:
- BBB of West Florida
- BBB File Opened:
- 6/26/2014
- Business Started:
- 1/10/2012
- Business Incorporated:
- 1/10/2012
- Type of Entity:
- Limited Liability Company (LLC)
- Alternate Names:
- Boutique Family Office™
- Business Management:
- Tony Gomes, Founder/CEO
Additional Contact Information
- Principal Contacts
- Tony Gomes, Founder/CEO
- Customer Contacts
- Jami Gomes, Operations Manager
- Additional Websites
- boutiquefamilyofficecfo.c...
Licensing information
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB records show a license number of E065006 for this business, issued by Florida Department of Financial Services. The expiration date of this license is 3/31/2028.
Florida Department of Financial Services
200 E Gaines St
Tallahassee FL 32399
BBB records show a license number of L098946 for this business, issued by Financial Industry Regulatory Authority
Financial Industry Regulatory Authority
1735 K St NW
Washington DC 20006
BBB records show a license number of REGISTERED for this business, issued by Financial Industry Regulatory Authority
Financial Industry Regulatory Authority
1735 K St NW
Washington DC 20006
BBB records show a license number of REGISTERED for this business, issued by Financial Industry Regulatory Authority
Financial Industry Regulatory Authority
1735 K St NW
Washington DC 20006
BBB records show a license number of REGISTERED for this business, issued by Financial Industry Regulatory Authority
Financial Industry Regulatory Authority
1735 K St NW
Washington DC 20006
Additional Information
- Payment methods
- American Express
- Check
- Debit Card
- MasterCard
- Visa
- Credit Card
- Certified Check
Latest Reviews
Pedro A
"We love our relationship with this firm and their team for the last 20 years. They have helped us through the markets REMOVEDand downs with the utmost professionalism and great care and service from the heart."
thomas g
"Advanced Wealth Management provides total client support with professional advice and is alwaysavailable to provide assistance and advice. The personal attention from Tony and Jami is such that I also consider them friends as well as financial advisors." ... Read full review
Anthony P
"I’ve been dealing with AWM for quite a few years now and am very satisfied with their handling of my accounts. Working with AWM is akin to working with a boutique organization in that the principles are readily available to work with you to understand your financial objectives, and follow up with planning that supports successful implementation." ... Read full review
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