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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 filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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