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Building 2AVAII WEALTH MANAGEMENT, LLC

Map pinAPPLETON, WI
Phone(920) 214-1212
NotebookSEC #801-113937
Total AUM
$602.8M
Employees
18
Clients
996

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2101 N CASALOMA DR
APPLETON
WI 54913
United States
Operating Hours
9:00 AM TO 5:00PM
Monday - Friday
Phone
(920) 214-1212

ReceiptFinancials

Total AUM
$602.8M
Accounts
2,927
Discretionary
$593.8M
Accounts
2,755
Non-Discretionary
$9M
Accounts
172

ContactClients

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Individual Clients
802
AUM
$268.2M
HNW Individual Clients
184
AUM
$316.2M
Pension/Profit Sharing Plan Clients
9
AUM
$16.4M
Charitable Organization Clients
1
AUM
$2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX PLANNING / PREPARATION
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILMIMNNHTNTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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