Avier Wealth Advisors

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Last updated: February 18th, 2020. Data source: SEC filings.

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Avier Wealth Advisors, federally registered in 2012, is a Registered Investment Advisor (RIA) in 7 state(s) with a licensed staff of 12 advisors. Avier Wealth Advisors manages $428.5 million and provides investment advisory services for 528 clients (1:44 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Rank (United States) Not Ranked
Advisors Directory View Directory
Avg Advisor Years Registered 9
Percentage of Advisors Trusted 64%
Minimum Investment $500,000
Average Client Balance $811,607
Total AUM $428.5 million
Advisor / Client Ratio 1:44
Headquarters Bellevue, WA
SEC Filings View SEC IAPD CRD #161077
State(s) Registered AZ, CA, FL, ID, OR, TX, WA

SEC data last verified 02/18/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.



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