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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

ADVANTAGE WEALTH ADVISORS

THRELKELD, VIRGIL JOHN, CRD 280028

ALAMO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:036b5731-1ebf-eeca-16e0-eb5deb9bfc96

Data as of May 20, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 8
On other graphs: 0
Observed: Jun 6, 2023 to May 20, 2024
6 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $136MItem 5.F on the latest filing (2024-05-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $136M
Private client RAUM: $136MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 6
Advisory employees: 6
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 215
Individual clients: 207
High net worth clients: 8
SEC number: 801-128284
CRD: 280028
Filings on the tape: 6
First filed: Jun 6, 2023
Latest filed: May 20, 2024
Organised: Sole Proprietorship, California
Website: advantagewealth.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
THRELKELD, VIRGIL, JOHN	PRESIDENT & FOUNDING PARTNER & CCO	E	yes	08/2015	Jun 6, 2023	May 20, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Boise	Id	United States	1	yes
Boise	Id	United States	1	no
Corrales	Nm	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2023	May 20, 2024	$136M	$136M	6	6	3	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2023	$136M	n/a	n/a	n/a	n/a	6	n/a	3	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
LPL FINANCIAL LLC	3	May 30, 2025	May 21, 2025	ALAMO, CA	Firm absorbed	RIA to ibd	75.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
FIRST ALLIED ADVISORY SERVICES, INC.	2	Apr 2, 2015	Oct 5, 2015	ALAMO, CA	Team lift out	Other	0.4%

Relationships

Controls (1)

← THRELKELD, VIRGIL, JOHNOwnerPRESIDENT & FOUNDING PARTNER & CCO, ownership code E, individual
Jun 6, 2023 to presentfactForm ADV

Registered with (5)

← CHARLES PATRICK PRESTIGIACOMOAdvisorregistration: previous registration
Dec 12, 2017 to May 30, 2025factForm ADV
← VIRGIL JOHN THRELKELDAdvisorregistration: previous registration
Oct 5, 2015 to May 30, 2025factForm ADV
← DWIGHT DOUGLAS PETERSONAdvisorregistration: previous registration
Nov 28, 2017 to May 30, 2025factForm ADV
← MILTON KENNETH GUZMANAdvisorregistration: previous registration
Oct 5, 2015 to May 30, 2025factForm ADV
← BRUCE WEBBER WILSONAdvisorregistration: previous registration
Jun 21, 2017 to May 19, 2022factForm ADV

Moved with (2)

→ LPL FINANCIAL LLCRegistered adviser3 advisors, firm absorbed, same day
May 30, 2025 to May 21, 2025factForm ADV
← FIRST ALLIED ADVISORY SERVICES, INC.Registered adviser2 advisors, team lift out, same day
Apr 2, 2015 to Oct 5, 2015factForm ADV

Dated events

Occurred
Jun 2, 2025
Left the SEC roster
Advantage Wealth Advisors no longer on the SEC adviser roster (last listed 2025-05-02, RAUM $136.4M)
Form ADVobserved 4 days ago
$136M
Occurred
May 30, 2025
Firm absorbed
Advantage Wealth Advisors's advisors moved to LPL Financial LLC (Alamo, CA): 3 of 4 registered, on the same day
Form ADVobserved 4 days ago
3 advisors
Occurred
May 30, 2025
Advisor changed firm
Virgil John Threlkeld left Advantage Wealth Advisors for Lpl Financial Llc (registered 2025-05-21)
Form ADVobserved 4 days ago
Occurred
May 30, 2025
Advisor changed firm
Charles Patrick Prestigiacomo left Advantage Wealth Advisors for Lpl Financial Llc (registered 2025-06-04)
Form ADVobserved 4 days ago
Occurred
May 30, 2025
Advisor changed firm
Dwight Douglas Peterson left Advantage Wealth Advisors for Lpl Financial Llc (registered 2025-05-21)
Form ADVobserved 4 days ago
Occurred
May 30, 2025
Advisor changed firm
Milton Kenneth Guzman left Advantage Wealth Advisors for Lpl Financial Llc (registered 2025-05-21)
Form ADVobserved 4 days ago
Occurred
Jun 6, 2023
First Form ADV filing
Advantage Wealth Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago
Occurred
May 19, 2022
Advisor changed firm
Bruce Webber Wilson left Advantage Wealth Advisors for Mariner Advisor Network (registered 2022-05-26)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:036b5731-1ebf-eeca-16e0-eb5deb9bfc96
First observed: Jun 6, 2023
Last observed: May 20, 2024 28 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ADVANTAGE WEALTH ADVISORS

THRELKELD, VIRGIL JOHN, CRD 280028

ALAMO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:036b5731-1ebf-eeca-16e0-eb5deb9bfc96

Data as of May 20, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:23 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

THRELKELD, VIRGIL, JOHN

PRESIDENT & FOUNDING PARTNER & CCO

yes

08/2015

Jun 6, 2023

May 20, 2024

City

State

Country

Employees

Also broker-dealer

Boise

United States

yes

Boise

United States

Corrales

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

May 20, 2024

$136M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$136M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

LPL FINANCIAL LLC

May 30, 2025

May 21, 2025

ALAMO, CA

Firm absorbed

RIA to ibd

75.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

FIRST ALLIED ADVISORY SERVICES, INC.

Apr 2, 2015

Oct 5, 2015

ALAMO, CA

Team lift out

Other

0.4%