PPrivate Fund Data Log in Join · $37/mo

Avaii Wealth Management, LLC

● SEC registered since 2018CRD 298165SEC# 801-113937Appleton, WI
Export (members)
Reg. AUM
$442.6M
Employees
17
Accounts
2,402
Location
Appleton, WI

Avaii Wealth Management, LLC assets under management

Avaii Wealth Management, LLC is an investment advisory firm registered with the SEC based in Appleton, WI. The firm has been registered since 2018. It reports $442.6 million in regulatory assets under management and employs 17 people.
www.linkedin.com/company/avaii-wealth-managementView on SEC.gov ↗

Avaii Wealth Management, LLC owners & executives

4 reported
NameTitleOwnershipSince
Christian James Doule ControlManaging Member / Wealth Management Advisor50-75%2018
David Robert JensenMember / Wealth Advisor10-25%2024
Joel Thomas Blattner ControlMember / Director Of Investments / Chief Compliance OfficerUnder 5%2018
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Avaii Wealth Management, LLC manage?

Avaii Wealth Management, LLC reports $442.6 million in regulatory assets under management on its Form ADV.

How many employees does Avaii Wealth Management, LLC have?

Avaii Wealth Management, LLC reports 17 employees.

Where is Avaii Wealth Management, LLC located?

Avaii Wealth Management, LLC is based in Appleton, WI and has been SEC-registered since 2018.

Does Avaii Wealth Management, LLC disclose fund performance?

Avaii Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2101 N Casaloma Dr, Appleton, WI 54913
Phone(920) 214-1212
Office hours9:00 a.m. To 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$427.5M
Non-discretionary$15.1M
Total (RAUM)$442.6M