Avier Wealth Advisors
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Overview
Avier Wealth Advisors is a financial advisory company located in Bellevue, Washington. The company controls $641.3 million in assets over 2,024 accounts, making it one of the bigger investment advisory firms in the country by assets under management (AUM). It has a small team, including 11 financial advisors. Avier Wealth Advisors is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer firm to do so. Securities are tradable fiscal investments such as stocks, options and bonds.
Avier Wealth Advisors oversees more than half of the company's accounts in a discretionary manner. Discretionary management signifies that a portfolio manager makes transaction judgments for the client's account without requiring the customer's approval. The firm also manages 476 non-discretionary accounts with a total of $127.9 million in assets under management. The advisory firm supervises about $316,835 in assets for every client account. The average advisor at Avier Wealth Advisors manages about 184 client accounts.
The company's main office is located at 10655 Ne 4Th Street, Bellevue, Washington 98004. The firm is allowed to provide services to clients across a few states, including Arizona, California, Florida, Idaho, Oregon, Texas and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Avier Wealth Advisors by the Numbers
$641.3 million
16
2,024
$316.8 thousand
Products and Services
Avier Wealth Advisors provides multiple financial services, which can consist of financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. In the prior fiscal year, Avier Wealth Advisors provided 546 of its clients with financial planning services. It does not sell products or offer services other than investment advice to its investment advisory customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees depend on the services offered. However, fees charged by the company typically consist of the following fee structure: asset-based. Avier Wealth Advisors does not participate in a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with retail investors and high net worth investors. Out of its 2,024 customers, Avier Wealth Advisors's biggest client by number of accounts is retail investors, although it also caters to 162 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 under management or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 29.67%
- Other Individuals - 70.33%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Avier Wealth Advisors does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Avier Wealth Advisors
Bellevue, WA
Bellevue, WA
Bellevue, WA
Chandler, AZ
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
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