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AVISTA WEALTH MANAGEMENT
AVISTA FINANCIAL NETWORK, INC.
CRD 151366
1363 SHERMER ROAD, SUITE 330, NORTHBROOK, IL, 60062, United States
Phone
847-521-4950
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$31.9M
Discretionary AUM
$27.9M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2025-12-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $6.9M |
| High net worth individuals | 10 | $21.0M |
| Pension/profit sharing plans | 12 | $4.0M |
All web addresses on file
Official SEC filing: View on IAPD