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AVANTIA INVESTMENT SERVICES, LLC
CRD 307869 · SEC 801-132118
400 UNIVERSITY STREET, 3RD FLOOR, SEATTLE, WA, 98101, United States
Phone
425-589-0904
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$119.1M
Discretionary AUM
$119.1M
Team
3 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-03
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisersFINANCIAL CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $6.1M |
| High net worth individuals | 16 | $111.8M |
| Charitable organizations | 1 | $1.2M |
States served
WA
All web addresses on file
Official SEC filing: View on IAPD