AVA Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 154751
- Website
- avawealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI98.02%
- Individuals1.98%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
AVA Wealth Management LLC is an independent, owner-operated advisory firm organized as an LLC that focuses on individual and family clients. The firm charges fees as a percentage of assets under management and provides portfolio management for individuals and small businesses alongside pension consulting services. AVA is state-registered in Louisiana and Tennessee. The firm reports it is not an active ESG investor and does not function as a capital allocator to external managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities73%
- Cash & Cash Equivalents16%
- US Government Bonds6%
- Investment Grade Corp Bonds5%
Contacts
1 of 1
Steven Mcginty
Founder & PresidentCRD 3128739
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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