Your trust in Advisor Wealth Management means everything to us. We know that the best way to reach new clients is through genuine recommendations from those who already value our service.
When you refer someone who becomes a client and makes their first payment, we’ll credit $999 to your Altruist brokerage account as a thank you. To qualify, you must be an active client of Advisor Wealth Management for at least six months at the time the reward is issued.
To submit a referral, simply complete the short form below. Our team will ensure your friend receives the same care and professionalism that you have come to expect from Advisor Wealth Management. Thank you for being an integral part of our community!
Advisor Wealth Management - Referral Submission Form
Terms & Conditions
The following terms and conditions ("Terms") govern the ADVR, LLC. ("Advisor") Customer Referral Program ("Program"):
Eligibility
This program is open to all current Advisor Wealth Management clients (“Referrers”) who have been clients for at least six months. Referrers must be active clients at the time of reward disbursement and agree to Advisor’s Privacy Policy.
Referral Reward
For each eligible referral (“Referee”) who becomes a client and makes their first payment, the Referrer will receive a $999 deposit into their Altruist brokerage account. Deposits will be issued within 60 calendar days of the Referee’s first payment.
Limitations
A maximum of five (5) Referral Reward credits can be earned per calendar year per Referrer. Referral Reward credits are non-transferable, non-assignable, and cannot be redeemed or exchanged for credit or other merchandise. Referral Rewards must be deposited into an Altruist brokerage account to be redeemed. The Referrer must be an active client at the time the reward is processed.
Program Changes and Termination
Advisor Wealth Management may modify or terminate the referral program at any time. Accounts or referrals showing signs of abuse or fraud may be suspended or disqualified at Advisor’s discretion. Advisor reserves the right to review and adjust any rewards to maintain program integrity.