Sign in
Create a free account
AVISO WEALTH MANAGEMENT
BELLEVUE, WA
877-633-1210
SEC #801-56358Total AUM
$621.3M
Employees
9Clients
929Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
11900 NE 1ST ST
SUITE 300
BELLEVUE
WA 98005
United States
SUITE 300
BELLEVUE
WA 98005
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Monday - Friday
Phone
877-633-1210
Other Offices
8
Financials
Total AUM
$621.3M
Accounts
2,195Discretionary
$570.4M
Accounts
1,986Non-Discretionary
$50.9M
Accounts
209
Clients
Individual Clients
755AUM
$203.4M
HNW Individual Clients
158AUM
$381.4M
Pension/Profit Sharing Plan Clients
2AUM
$5.8M
Charitable Organization Clients
2AUM
$3.4M
Corporation or Business Clients
12AUM
$27.3M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AKAZCACOCTDCDEFLGAMAMDMEMIMTNCNHNJNYORPASCTXVAWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.