RIA Intel›Advisers›California›AVEC LLC

AVEC LLC

Advisory

CA

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in CA

#3,565

of 5,480 advisers by AUM

Average account

$2M

across 25 accounts

AUM per adviser

$45M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$45M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$45M

Discretionary AUM$45M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients5

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

5 clients

5 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

LIBERTY WEALTH MANAGEMENT, LLC

$45M

BUTORAC WEALTH MANAGEMENT INC

SHERMAN VILLAGE, CA

$45M

HOLLIS CAPITAL MANAGEMENT, LLC

SAN FRANCISCO, CA

$45M

COGO WOLF ASSET MANAGEMENT, LLC

SAN FRANCISCO, CA

$45M

MONT PELERIN CAPITAL, LLC

NEWPORT BEACH, CA

$45M

ABBOTT CAPITAL MANAGEMENT CORP.

$45M

Get the full picture on AVEC LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track AVEC LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans