Avellie Wealth Management LLC

Avellie Wealth Management LLC (CRD# 311108) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $31,240,548 in 190 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
16420 N. 92nd Street, Suite 223, Scottsdale, AZ 85260
http://www.avelliewealth.com/
By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    190
    ACCOUNTS
  • Average Account Value
    $164,424
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, ND, NM, TX

Financial Advisors at Avellie Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jay Gehrke, financial advisor Scottsdale AZ
Jay G. Gehrke
CRD#: 4948365
16420 N. 92nd Street, Suite 223, Scottsdale, AZ 85260

Jay Gehrke (CRD# 4948365) is an Investment Advisor Representative working at Avellie Wealth Management LLC in Scottsdale, AZ and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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