AVISO WEALTH MANAGEMENT (CRD# 108146) is an SEC-Registered Investment Advisor (RIA), headquartered in Seattle, WA. The SEC approved the firm to operate as an RIA in Mar 1999. In Aug 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $93.7 Million, and has discretion over 100% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
AVISO WEALTH MANAGEMENT also reported in Aug 2018:
  • 4 employees, all of whom perform advisory functions.
  • A total of 5 office locations.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
AVISO WEALTH MANAGEMENT has no disclosure events reported to the SEC at this time.

View AVISO WEALTH MANAGEMENT's most recent Form ADV filing

AVISO WEALTH MANAGEMENT has Notice Filings with the following State Securities Authorities: AZ-Mar 2018, CA-Jan 2017, CT-Jan 2017, DC-Jan 2017, DE-Mar 2018 , FL-Jan 2017, MA-Jan 2017, MD-Jan 2017, ME-Jan 2017, MI-Jan 2017 , NJ-Jan 2017, NY-Jan 2017, OR-Jan 2017, PA-Jan 2017, TX-Jan 2017 , VA-Jan 2017, WA-Jan 2017

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