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Aviso Wealth Management

● SEC registered since 1999CRD 108146SEC# 801-56358Bellevue, WA
Export (members)
Reg. AUM
$494.9M
Employees
9
Accounts
1,904
Location
Bellevue, WA

Aviso Wealth Management assets under management

Aviso Wealth Management operates as an SEC-registered investment adviser based in Bellevue, WA. The firm has been registered since 1999. It reports $494.9 million in regulatory assets under management and employs 9 people.
www.avisowealthmanagement.comView on SEC.gov ↗

Aviso Wealth Management owners & executives

3 reported
NameTitleOwnershipSince
Joseph Alan Perry ControlPresidentOver 75%2007
Joyce Anne ProvostChief Compliance OfficerUnder 5%2013
William Basil Verrill ControlVice President5-10%2024

Frequently asked questions

How much does Aviso Wealth Management manage?

Aviso Wealth Management reports $494.9 million in regulatory assets under management on its Form ADV.

How many employees does Aviso Wealth Management have?

Aviso Wealth Management reports 9 employees.

Where is Aviso Wealth Management located?

Aviso Wealth Management is based in Bellevue, WA and has been SEC-registered since 1999.

Does Aviso Wealth Management disclose fund performance?

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

Contact & registration

Address11900 NE 1st St, Suite 300, Bellevue, WA 98005
Phone877-633-1210
Fax206-622-1214
Office hours8 a.m. To 5 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK2011802
Discloses disciplinary historyNo

Assets under management

Discretionary$465.7M
Non-discretionary$29.3M
Total (RAUM)$494.9M