TOUNJIAN ADVISORY PARTNERS LLC

CRD

329635

SEC file #

801-129470

EIN

934054551

DBA names

Advantage Wealth Partners

Economics

AUM

$675.5M

AUM band

$500M-$1B

AUM trajectory

'25 · $518.3M

'26 · $675.5M

'25'26

$518.3M → $675.5M▲ +30%

sec adv history

Client mix

Individuals Other	373
Individuals High Net Worth	197
Pension Profit Sharing Plans	7
Corporations	6

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 4 advisors

'26 · 4 advisors

'25'26

4 advisors → 4 advisors▬ 0%

sec adv history

Primary office

FORT MYERS FL

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsSelection of other advisers

Fee basis

% of AUM

Filings

Latest ADV filing

03/11/2026

advantagewealthpartners.com

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

TOUNJIAN HOLDINGS, LLC

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

TOUNJIAN HOLDINGS, LLC

TOUNJIAN, ALFRED, MICHAEL

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

ADVANTAGEWEALTHPARTNERS.COM

Rdap Domain Creation Date

2024-08-16T20:42:48Z

Rdap Firm Age Years

Rdap Firm Age Band

<5y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0002039850

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2025-02-10

Edgar Last Filing Date

2026-04-10

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-10

Accession0001951757-26-000575

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.3882

Soi Zip Pct 200k Plus

0.1635

Soi Zip Returns 200k Plus

1,630

Soi Zip Total AGI

1,596,121

Fdic Zip Total Deposits

28,159,752,000

Fdic Zip Branch Count

363

Fdic Zip Top Banks

Bank of America, National Association

Fifth Third Bank

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (26)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
Fidelity	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

8870 DANIELS PARKWAYFORT MYERS, FL 33912

Business

8870 DANIELS PARKWAYFORT MYERS, FL 33912

Edgar EIN

934054551

Edgar Recent Filings

13F-HR2026-04-10 · 0001951757-26-000575

13F-HR2026-01-07 · 0001951757-26-000019

Fdic Zip Branches Raw

Barnett Bank of Lee County, National AssociationFort Myers, FL

Fdic Zip HHI

547.18

Fdic Zip Top Bank Share Pct

12.02

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2027-08-16T20:42:48Z

Rdap Domain Last Changed

2025-09-16T18:30:38Z

Rdap Nameservers

Ns33.domaincontrol.comNs34.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	24,206
Returns	1,950

Stub 2

AGI	65,350
Returns	1,760

Stub 3

AGI	85,455
Returns	1,380

Soi Zip Total Business Income

40,669

Soi Zip Total Cap Gains

264,199

Soi Zip Total Dividends

81,261

Soi Zip Total Returns

9,970

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