Investment adviser · CRD 311990

ADVUS FINANCIAL PARTNERS, LLC

Investment adviser filing (IA)

WINTER PARK, FL, United States · Form ADV filed Jul 28, 2026

Regulatory AUM
$3.97B
Form ADV · Item 5.F
Client accounts
1,329
Accounts, not individual clients
Employees
16
Reported in this filing
Advisory professionals
10
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Retirement plans82$2,869,688,47872.3%
High-net-worth individuals140$849,936,36921.4%
Charities7$132,219,1943.3%
Individuals299$116,753,5952.9%
Corporations & businessesFewer than 5$2,379,0250.1%
Filing source

Form ADV 2121510 · Jul 28, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 28, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

631 W. MORSE BLVD., SUITE 115
WINTER PARK, FL, 32789, United States

CRD 311990

Filing source

Form ADV 2121510 · Jul 28, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.