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AVIER WEALTH ADVISORS
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AVIER WEALTH ADVISORS
(CRD# 161077)
is an SEC-Registered Investment Advisor (RIA), headquartered in
Bellevue, WA.
The SEC approved the firm to operate as an RIA in
Mar 2012.
In
Sep 2018,
the firm reported total Regulatory Assets Under Management (RAUM) of
$388.6 Million,
and has discretion over
94%
of those assets.
Pooled investment vehicles (Private Funds) account for
0%
of RAUM.
Non-US investors represent
0%
.
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AVIER WEALTH ADVISORS
also reported in
Sep 2018:
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12
employees,
with
5
performing advisory functions.
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A total of 2 office locations.
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No registrations with foreign financial regulatory authorities.
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NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
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AVIER WEALTH ADVISORS has no disclosure events reported to the SEC at this time.
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AVIER WEALTH ADVISORS has Notice Filings with the following State Securities Authorities:
AZ-Apr 2012, CA-Apr 2012, FL-Sep 2018, ID-May 2016, IL-Apr 2012
, NV-Jul 2012, OR-Mar 2012, TX-Apr 2012, WA-Mar 2012
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