← Back to searchVisit website
AVAII WEALTH MANAGEMENT, LLC
CRD 298165 · SEC 801-113937
2101 N CASALOMA DR, APPLETON, WI, 54913, United States
Phone
(920) 214-1212
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$602.8M
Discretionary AUM
$593.8M
Team
18 total employees; 10 advisory reps; 9 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersTAX PLANNING / PREPARATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 802 | $268.2M |
| High net worth individuals | 184 | $316.2M |
| Pension/profit sharing plans | 9 | $16.4M |
States served
IL, MI, MN, TN, WI, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD