Nicholas
Wright
Avier Wealth Advisors
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About this Advisor
Nicholas Wright is a financial advisor working in Bellevue, Washington with 8 years of relevant experience. Wright is an employee of Avier Wealth Advisors. Their career trajectory has included roles at Avier Wealth Advisors, The Golf Club And Newcastle, San Diego State University, Retirement Asset Management and Nuwest Group Holdings, LLC. Wright maintains a Series 65 license, which qualifies them as an investment advisor representative, and can advise clients in Washington. Avier Wealth Advisors is a registered investment company headquartered in Bellevue, WA. The firm has offices in 10 locations and a total of 16 financial advisors. It oversees $641 million in assets between its 2,024 customer accounts, making it one of the larger investment advisory firms in the United States by assets under management. Of its 2,024 customer accounts, 30% are held by high-net-worth investors who have at least $1 million in assets available to invest. The company performs a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management typically vary depending on the financial services offered. However, fees charged by Avier Wealth Advisors typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avier Wealth Advisors Brokerage Details
$641,273,673
16
2,024
$316,835
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Nicholas Wright Work History
Nicholas has been registered as a financial advisor for 8 years.*
Avier Wealth Advisors
Avier Wealth Advisors
The Golf Club And Newcastle
Retirement Asset Management
Retirement Asset Management
Nuwest Group Holdings, LLC
Nuwest Group Holdings, LLC
San Diego State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nicholas Wright to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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