Avaii Wealth Management, LLC

RIASEC Registered

Total AUM

$603M

Discretionary

$594M

99% of AUM

Avg account

$206K

Accounts

2,927

Employees

Advisory reps

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

FINTRX

Overview

Avaii Wealth Management, LLC operates as an independent, owner-led registered investment adviser (SEC-registered in 2018) organized as an LLC. The firm serves both individual and family clients as well as institutional relationships and combines portfolio management with financial planning. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, and the firm also conducts insurance brokerage and accounting activities that support its planning work. As a capital allocator, Avaii sources third-party managers and offers selection-of-advisers services alongside direct portfolio management for individuals and small businesses. The firm does not position itself as an ESG investor and is not listed as a multi-state or pension consultant adviser in the provided data.