AVIER WEALTH ADVISORS

10655 Ne 4th Street
Suite 500
Bellevue, Washington 98004
Tel: 425-467-1011

About AVIER WEALTH ADVISORS

AVIER WEALTH ADVISORS, formally registered with the SEC as AVIER WEALTH ADVISORS. The firm was established in 03/14/2012. They have over 11 offices throughout the country.

AVIER WEALTH ADVISORS is a Bellevue, Washington based Financial Planning firm with nearly $785,980,266 assets under management, offering retirement planning & investment advisory services to 2225 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	161077
SEC#	801-73301
Assets Managed by Firm	$785,980,266
No. of Clients	2225
No. of Advisors	18

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2225	$785,980,266
Individuals (other than high net worth individuals)	360	$267,776,404
High net worth individuals	193	$518,203,862

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