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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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