Falists
← Back to search

AVENUES WEALTH, LLC

CRD 290433

Visit website

311 W. FAIRBANKS AVENUE, SUITE 201, WINTER PARK, FL, 32789, United States

Phone

(407) 898-3181

Fax

N/A

Registration

— (—)

Source

State registered

Total AUM

$81.5M

Discretionary AUM

$79.4M

Team

1 total employees; 1 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-12

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals35$12.6M
High net worth individuals25$64.1M

All web addresses on file

Official SEC filing: View on IAPD