Directory of Professional Retirement Planners
National Coverage
Local Professionals
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 $442,587,428 assets under management, offering retirement planning & investment advisory services to 2402 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 298165 |
| SEC# | 801-113937 |
| Assets Managed by Firm | $442,587,428 |
| No. of Clients | 2402 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (TAX PLANNING / PREPARATION)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2402 | $442,587,428 |
| Individuals (other than high net worth individuals) | 663 | $211,214,226 |
| High net worth individuals | 146 | $229,094,737 |
| Charitable organizations | Fewer than 5 clients | $2,278,465 |
More Retirement Planning firms in Appleton, Wisconsin:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $287,514,955,453 | 331500 | 4069 | |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797 | $281,345,911,200 | 25 | 260 |
| $151,331,807,781 | 259 | 503 | |
| $35,460,961,000 | 350 | 64 | |
| $28,558,864,166 | 31 | 14 |
Explore More Retirement Advisors in Appleton, Wisconsin