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AVIER WEALTH ADVISORS
RAM INVESTMENT PARTNERS, LLC
CRD 161077 · SEC 801-73301
10655 NE 4TH STREET, SUITE 500, BELLEVUE, WA, 98004, United States
Phone
425-467-1011
Fax
425-455-5076
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.19B
Discretionary AUM
$948.1M
Team
20 total employees; 16 advisory reps
Clients
More than 500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 302 | $206.2M |
| High net worth individuals | 281 | $981.2M |
States served
AK, AZ, CA, ID, LA, NE, NV, NY, OR, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD