AVENUES WEALTH, LLC

Overview

Avenues Wealth, LLC operates as an independent registered investment adviser focused on individuals and families. The firm leans heavily on pooled public funds—primarily mutual funds—to build client portfolios, and it offers both financial planning and portfolio management for individuals, small businesses and institutions. Its advisory model combines discretionary portfolio management with a small amount of non‑discretionary guidance, suggesting a hands‑on approach for clients who delegate day‑to‑day investment decision making. The firm's fee mix includes AUM‑based fees complemented by hourly and fixed fees, which allows it to serve a range of client needs from ongoing portfolio oversight to project‑based planning work. Avenues Wealth also uses third‑party managers for alternative exposure and employs annuities where appropriate, indicating an emphasis on using external specialist managers to deliver niche strategies and income solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices