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AVISO WEALTH MANAGEMENT
CRD 108146 · SEC 801-56358
11900 NE 1ST ST, SUITE 300, BELLEVUE, WA, 98005, United States
Phone
877-633-1210
Fax
206-622-1214
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$621.3M
Discretionary AUM
$570.4M
Team
9 total employees; 9 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 755 | $203.4M |
| High net worth individuals | 158 | $381.4M |
| Pension/profit sharing plans | 2 | $5.8M |
| Charitable organizations | 2 | $3.4M |
| Corporations/business entities | 12 | $27.3M |
States served
AK, AZ, CA, CO, DE, DC, GA, IL, ME, MD, MA, MI, MT, NJ, NY, NC, OH, OR, PA, SC, VA, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD