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

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