Avisen Wealth Management, Inc.

Overview

Avisen Wealth Management, Inc. is a corporate registered investment adviser that first registered with the SEC in 2003. FINTRX classifies ownership as a mix of a domestic entity and an individual. The firm is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser in the FINTRX record. The database entry contains limited detail about the firm's investment approach, fee schedules, client segments, or day-to-day advisory services. There is no description of target client types or specific product emphasis (for example, discretionary versus non-discretionary mandates) in the available profile.

Assets & Accounts

Location & Offices