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AVISO WEALTH MANAGEMENT
11900 Ne 1st St
Suite 300
Bellevue, Washington 98005
Tel: 877-633-1210
About AVISO WEALTH MANAGEMENT
AVISO WEALTH MANAGEMENT, formally registered with the SEC as AVISO WEALTH MANAGEMENT. The firm was established in 03/22/1999. They have over 6 offices throughout the country.
AVISO WEALTH MANAGEMENT is a Bellevue, Washington based Financial Planning firm with nearly $401,709,508 assets under management, offering retirement planning & investment advisory services to 1656 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108146 |
| SEC# | 801-56358 |
| Assets Managed by Firm | $401,709,508 |
| No. of Clients | 1656 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1656 | $401,709,508 |
| Individuals (other than high net worth individuals) | 575 | $147,047,621 |
| High net worth individuals | 93 | $226,844,730 |
| Pension and profit sharing plans | 2 | $4,035,662 |
| Charitable organizations | 1 | $42,840 |
| Corporations or other businesses | 14 | $23,738,655 |
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|---|---|---|---|
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