Avanti Wealth Management

What Avanti Wealth Management does

Avanti Wealth Management, LLC is a privately held registered investment advisory firm headquartered in Longwood, Florida, founded in 1987 by Joseph and Leisa Bilello. The firm provides holistic wealth management to high-net-worth individuals, successful professionals, business owners, and retirees with $750K-$1M+ in investable assets, integrating financial planning, tax management, asset management, protection planning, estate planning, and legacy planning under a five-pillar framework. Its central planning differentiator is The Bucket Plan®, a branded time-segmented methodology that organizes retirement assets into Now, Soon, and Later buckets to deliver reliable income, manage market volatility, and build long-term wealth.

The firm's service stack is delivered through coordinated partnerships: AvantiPRO provides in-house CPA-led tax preparation, accounting, and business advisory (led by Cathie D. Mannion, CPA); G.A. Repple & Company supports securities and broker-dealer activity; Barks Law Firm coordinates estate legal work; and an affiliation with Prosperity Capital Advisors provides access to nationwide institutional resources. Go-to-market is sales-led and relationship-driven, using complimentary 20-minute introductory consultations booked via Calendly, supported by a content marketing engine of weekly blog insights, a video library, downloadable guides, webinars, and email newsletters. The firm's primary marketing channel is education-led top-of-funnel content that funnels prospects into personalized advisory engagements.

Avanti Wealth Management operates on fee-based wealth management revenue (AUM-style advisory fees), supplemented by professional services revenue from AvantiPRO's tax and accounting practice. Pricing is not publicly disclosed; the firm has no funding, no parent company, and no disclosed revenue, AUM, or client count. The business is owner-operated, with a small named team of approximately six people covering advisory, operations, AvantiPRO, events, and administrative support.

Name

Avanti Wealth Management

Legal name

Avanti Wealth Management, LLC

Website

https://avantiwealth.com

Company type

Private

Founded year

1987

Operating status

Operating

Headcount range

1–10 employees

Short description

Avanti Wealth Management is a privately held registered investment advisory firm in Longwood, Florida, founded in 1987, delivering holistic wealth management — financial planning, tax, estate, asset, protection, and legacy planning — to high-net-worth professionals, business owners, and retirees with $750K-$1M+ in investable assets.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282), Life Insurance (6311), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Estate & Legacy Planning Advisory (FSAEAAAG), Broker-Dealer Affiliated Wealth Advisory (FSAEABAB), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Tax-Aware Investment Planning (FSAEAAAE)

Keywords

• Wealth management services
• Retirement income planning
• Investment advisory
• Tax planning services
• Estate planning services

Headquarters

HQ city

Longwood

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Wealth Management Advisory Services: Fee-based wealth management services for high-net-worth individuals, likely structured as AUM-based advisory fees. Services include financial planning, tax management, asset management, protection planning, and estate/legacy planning integrated through The Bucket Plan methodology.
2. AvantiPRO Tax and Business Services: CPA-led tax preparation, strategic tax planning, accounting, and business consulting services for entrepreneurs and business owners. Integrated with overall wealth management for holistic client service.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Avanti Wealth Management is a registered investment advisory firm that delivers holistic wealth management for high-net-worth individuals, business owners, and retirees. Its core offering integrates six service pillars — financial and retirement income planning (built on The Bucket Plan® methodology), tax management, estate and legal planning, asset management, protection planning, and legacy planning — supplemented by AvantiPRO, an in-house CPA-led tax, accounting, and business advisory practice. Clients engage through complimentary consultations and ongoing relationship-driven advisory engagements.

Product overview

Avanti Wealth Management offers a holistic wealth management platform comprising integrated service pillars: Financial Planning (using The Bucket Plan® methodology), Tax Management, Estate & Legal Planning, Asset Management, Protection Planning, and Legacy Planning. The firm also operates AvantiPRO, a CPA-led sub-brand providing tax preparation, planning, and business advisory services. The core offering is built around The Bucket Plan®, a structured retirement income framework that organizes assets into Now, Soon, and Later buckets to deliver reliable income while managing market volatility and tax exposure.

Differentiator

Problem solved

Functional benefit

Brands

• AvantiPRO: CPA-led tax planning, tax preparation, entity selection, accounting, and business advisory services for individuals and entrepreneurs.

Products and services

• Financial Planning & Retirement Income Strategies

Quantifiable outcome

• Clients stay with the firm for life due to relationship-focused approach and comprehensive service offering

Named customers3 records

Segments2 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Four partnerships are on record, tiered core.

• Prosperity Capital AdvisorscoreStrategic or Co-development PartnerThrough affiliation with Prosperity Capital Advisors, an institution with a nationwide network of financial thought leaders and resources, Avanti Wealth Management clients gain access to benefits of strong institutional support. The partnership provides access to the latest strategies and insights from top financial thought leaders.
• G.A. Repple & CompanycoreChannel Partner/ Reseller/ DistributorAdvisors affiliated with Avanti Wealth Management may be dually registered and offer securities and investment advice through G.A. Repple & Company, Registered Broker/Dealer & Investment Advisor, Member FINRA & SIPC. Located at 101 Normandy Rd, Casselberry, FL 32707.
• Barks Law FirmcoreImplementation/ SI/ Consulting PartnerAvanti Wealth Management works closely with Barks Law Firm for comprehensive estate planning legal services. Clients have the flexibility to work with Barks Law Firm or their personal legal counsel. The partnership streamlines estate and legacy planning by putting financial and legal expertise under one coordinated approach.
• AvantiPro, LLCcoreStrategic or Co-development PartnerAvantiPRO is a non-affiliated but related entity providing CPA-led tax planning, preparation, accounting, and business advisory services. Led by Cathie Mannion, CPA, MBA, EA, AvantiPRO enhances Avanti Wealth Management's service offering with integrated tax solutions for entrepreneurs, business owners, and individuals.

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Market position

Strengths4 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/AvantiWealth
• Facebookfacebook.com/AvantiWealth

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Avanti Wealth Management