Avaii Wealth Management, LLC
Firm details
- Headquarters
- Appleton, Wisconsin
- CRD number
- 298165
- Registered since
- September 6, 2018
- Website
- www.avaii.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI52.46%
- Individuals44.49%
- Pension & Profit Sharing Plans2.72%
- Charitable Organizations0.33%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Avaii Wealth Management, LLC is an independent registered investment adviser operating as an LLC and registered with the SEC since 2018. The firm serves both individual & family and institutional clients, and describes itself as a capital allocator that employs outside managers when appropriate. Core advisory services include financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Avaii also conducts insurance brokerage and accounting activities as part of its business mix. Its billing approach includes percentage-of-AUM fees along with hourly and fixed-fee arrangements. The firm does not report being an active ESG investor and operates from a single-state footprint.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds74%
- Exchange Traded Equities20%
- Cash & Cash Equivalents6%
Contacts
3 of 11
Mark Truettner
Partner, Wealth AdvisorCRD 5851829
Charity Schiltz
Financial Planning AssociateCRD 5228420
David Jensen
Wealth AdvisorCRD 5391883
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 121Active vs passive
$283M in ETFs
53%
$149M
43%
$134M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE ETF (CGDV) | Capital Group | Active | Large Value | $29.8M | 604,853 | 10.54% |
Location
Appleton, WI
Outagamie
Location
Appleton, WI
Headquartered in Appleton, WI, anchoring the Appleton-Oshkosh-Neenah, WI metro in the Midwest.
- Metro area
- Appleton-Oshkosh-Neenah, WI
- Region
- Midwest
- County
- Outagamie
- Address
- 2101 N Casaloma Dr
- Time zone
- CT (UTC-6)
- Office locations
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