Avisen Wealth Management, Inc.

Overview

Avisen Wealth Management, Inc. is registered with the SEC as a corporate advisory entity; its registration dates to 2003. Public records attached to the FINTRX profile are sparse: the firm’s classification is listed as unclassified and its ownership is recorded as a combination of a domestic entity and an individual. The profile does not supply descriptions of client segments, advisory services, fee schedules, or stated investment mandates. The FINTRX entry flags the firm as not operating as a capital allocator and not identifying as an active ESG investor. It is also marked as not being a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The firm has not provided materials describing its activities, affiliations, or any investment preferences in the FINTRX submission.

Location & Offices