RIA Intel›Advisers›Washington›AVISO WEALTH MANAGEMENT

AVISO WEALTH MANAGEMENT

Advisory

N·BELLEVUE, WA

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM

$621M

1-Year AUM Growth

+79.8%

3-Year CAGR

+33.4%

Employees

9

Assets Under Management

Total AUM$621M

Discretionary AUM$570M

Non-Discretionary AUM$51M

Discretionary %91.8%

Total Clients791

Team

Total Employees9

Investment Advisers9

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record54

First FilingMar 21, 2001

Latest FilingMar 24, 2026

🔒 Full AUM trend chart and 54 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on AVISO WEALTH MANAGEMENT

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.