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, individually owned registered investment adviser operating as an LLC and serving primarily individuals and families. The firm charges fees as a percentage of assets under management and lists portfolio management for individuals and small businesses as well as pension consulting services among its advisory activities. It does not identify as an active ESG investor and is not designated as a multi-state adviser or a capital allocator.
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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