RIA Intel›Advisers›Tennessee›AVA WEALTH MANAGEMENT LLC

AVA WEALTH MANAGEMENT LLC

Advisory

TN

Data as of Jul 1, 2026 · Source: SEC Form ADV

Rank in TN

#316

of 380 advisers by AUM

Average account

$964K

across 67 accounts

AUM per adviser

$65M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 1, 2026.

Total AUM

$65M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$65M

Discretionary AUM$65M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients35

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA, TN, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

35 clients

31 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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