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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ADVANTAGE WEALTH PARTNERS

TOUNJIAN ADVISORY PARTNERS LLC, CRD 329635

FORT MYERS, FL

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:f73ecff0-8762-e8f0-dee3-cc885c1ba94a

Data as of Mar 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 3
On other graphs: 0
Observed: Jan 5, 2024 to Mar 11, 2026
15 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: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $675MItem 5.F on the latest filing (2026-03-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $675M
Private client RAUM: $650MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $135Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,804
Individual clients: 373
High net worth clients: 197
Custody, client assets: $371M
SEC number: 801-129470
CIK: 2039850
CRD: 329635
Filings on the tape: 15
First filed: Jan 5, 2024
Latest filed: Mar 11, 2026
Organised: Limited Liability Company, DE
Website: advantagewealthpartners.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ALFRED MICHAEL TOUNJIAN	Certified Financial Planner	FORT MYERS, FL	2	43	2	no
David Joshua Antonucci	n/a	FORT MYERS, FL	2	12	1	no
Garrett Scot Eisenhauer	n/a	FORT MYERS, FL	2	12	n/a	no
CURTIS WATSON HARRELL	n/a	FORT MYERS, FL	1	13	3	no
Stephen Timothy Cully	n/a	FORT MYERS, FL	0	14	n/a	no

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
ADT LEGACY, INC.	MANAGING MEMBER	D	yes	10/2023	Jan 5, 2024	Nov 5, 2024
NBC LEGACY, INC.	MANAGING MEMBER	D	yes	10/2023	Jan 5, 2024	Nov 5, 2024
TOUNJIAN FINANCIAL PARTNERS, LLC	MANAGING MEMBER	D	yes	10/2023	Jan 5, 2024	Nov 5, 2024
TOUNJIAN HOLDINGS, LLC	MANAGING MEMBER	E	yes	10/2023	Jan 5, 2024	Nov 5, 2024
TOUNJIAN, ALFRED, MICHAEL	CEO, PRESIDENT, AND FOUNDER	Na	yes	01/2024	Jan 5, 2024	Nov 5, 2024
HARRELL, CURTIS, WATSON	CHIEF COMPLIANCE OFFICER AND FINANCIAL ADVISOR	Na	no	09/2024	Sep 18, 2024	Nov 5, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
TOUNJIAN ADVISORY GROUP, LLC	n/a	Former SEC adviser	$325M	N	yes	n/a
NATIONAL BENEFIT LEGACY	n/a	n/a	n/a	N	yes	n/a

Offices

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

City	State	Country	Employees	Also broker-dealer
Naples	FL	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
2025	Mar 11, 2026	$675M	$675M	10	4	1	n/a	n/a
2024	Mar 5, 2025	$518M	$518M	9	4	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	3	0

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
2025	$675M	$518M	30.3%	n/a	n/a	10	9	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ADVANTAGE RETIREMENT GROUP	2	Mar 28, 2024	Feb 12, 2024	NAPLES, FL	Team lift out	RIA to new firm	100.0%

Relationships

Registered with (5)

← Stephen Timothy CullyAdvisorregistration: current employment
Jun 15, 2026 to presentfactForm ADV
← CURTIS WATSON HARRELLAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← Garrett Scot EisenhauerAdvisorregistration: current employment
Jun 11, 2024 to presentfactForm ADV
← David Joshua AntonucciAdvisorregistration: current employment
Feb 12, 2024 to presentfactForm ADV
← ALFRED MICHAEL TOUNJIANAdvisorregistration: current employment
Feb 8, 2024 to presentfactForm ADV

Affiliated with (1)

→ ADVANTAGE RETIREMENT GROUPRegistered adviserother investment adviser, common control
factForm ADV

Controls (5)

← TOUNJIAN, ALFRED, MICHAELOwnerCEO, PRESIDENT, AND FOUNDER, ownership code NA, individual
Jan 5, 2024 to Nov 5, 2024factForm ADV
← ADT LEGACY, INC.OwnerMANAGING MEMBER, ownership code D, domestic entity
Jan 5, 2024 to Nov 5, 2024factForm ADV
← NBC LEGACY, INC.OwnerMANAGING MEMBER, ownership code D, domestic entity
Jan 5, 2024 to Nov 5, 2024factForm ADV
← TOUNJIAN FINANCIAL PARTNERS, LLCOwnerMANAGING MEMBER, ownership code D, domestic entity
Jan 5, 2024 to Nov 5, 2024factForm ADV
← TOUNJIAN HOLDINGS, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Jan 5, 2024 to Nov 5, 2024factForm ADV

Owns (1)

← HARRELL, CURTIS, WATSONOwnerCHIEF COMPLIANCE OFFICER AND FINANCIAL ADVISOR, ownership code NA, individual
Sep 18, 2024 to Nov 5, 2024factForm ADV

Moved with (1)

← ADVANTAGE RETIREMENT GROUPRegistered adviser2 advisors, team lift out, same day
Mar 28, 2024 to Feb 12, 2024factForm ADV

Dated events

Occurred
Mar 11, 2026
Regulatory AUM changed
Advantage Wealth Partners reported RAUM $675.5M, up 30% from $518.3M (2025-11-14 to 2026-03-11)
Form ADVobserved 4 days ago
$157M
Occurred
Mar 28, 2024
Team lift-out
2 advisors left Advantage Retirement Group (Naples, FL) for Advantage Wealth Partners on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Jan 5, 2024
First Form ADV filing
Tounjian Advisory Partners Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f73ecff0-8762-e8f0-dee3-cc885c1ba94a
First observed: Jan 5, 2024
Last observed: Mar 11, 2026 6 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 PARTNERS

TOUNJIAN ADVISORY PARTNERS LLC, CRD 329635

FORT MYERS, FL

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:f73ecff0-8762-e8f0-dee3-cc885c1ba94a

Data as of Mar 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:09 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ALFRED MICHAEL TOUNJIAN

Certified Financial Planner

FORT MYERS, FL

David Joshua Antonucci

n/a

FORT MYERS, FL

Garrett Scot Eisenhauer

n/a

FORT MYERS, FL

n/a

CURTIS WATSON HARRELL

n/a

FORT MYERS, FL

Stephen Timothy Cully

n/a

FORT MYERS, FL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ADT LEGACY, INC.

MANAGING MEMBER

yes

10/2023

Jan 5, 2024

Nov 5, 2024

NBC LEGACY, INC.

MANAGING MEMBER

yes

10/2023

Jan 5, 2024

Nov 5, 2024

TOUNJIAN FINANCIAL PARTNERS, LLC

MANAGING MEMBER

yes

10/2023

Jan 5, 2024

Nov 5, 2024

TOUNJIAN HOLDINGS, LLC

MANAGING MEMBER

yes

10/2023

Jan 5, 2024

Nov 5, 2024

TOUNJIAN, ALFRED, MICHAEL

CEO, PRESIDENT, AND FOUNDER

yes

01/2024

Jan 5, 2024

Nov 5, 2024

HARRELL, CURTIS, WATSON

CHIEF COMPLIANCE OFFICER AND FINANCIAL ADVISOR

09/2024

Sep 18, 2024

Nov 5, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

TOUNJIAN ADVISORY GROUP, LLC

n/a

Former SEC adviser

$325M

yes

n/a

NATIONAL BENEFIT LEGACY

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Naples

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 11, 2026

$675M

n/a

2024

Mar 5, 2025

$518M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$675M

$518M

30.3%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ADVANTAGE RETIREMENT GROUP

Mar 28, 2024

Feb 12, 2024

NAPLES, FL

Team lift out

RIA to new firm

100.0%