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Home > Retirement Planners > wisconsin > appleton > AVAII WEALTH MANAGEMENT, LLC
AVAII WEALTH MANAGEMENT, LLC
2101 N Casaloma Dr
Appleton, Wisconsin 54913
Tel: (920) 214-1212
About AVAII WEALTH MANAGEMENT, LLC
AVAII WEALTH MANAGEMENT, LLC, formally registered with the SEC as AVAII WEALTH MANAGEMENT, LLC. The firm was established in 09/06/2018. They have over 1 offices throughout the country.
AVAII WEALTH MANAGEMENT, LLC is a Appleton, Wisconsin based Financial Planning firm with nearly $303,682,414 assets under management, offering retirement planning & investment advisory services to 1775 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 298165 |
| SEC# | 801-113937 |
| Assets Managed by Firm | $303,682,414 |
| No. of Clients | 1775 |
| No. of Advisors | 15 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1775 | $303,682,414 |
| Individuals (other than high net worth individuals) | 508 | $117,261,590 |
| High net worth individuals | 136 | $179,125,283 |
| Pension and profit sharing plans | 5 | $7,295,541 |
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