Aventail Wealth Management, LLC

Aventail Wealth Management, LLC (CRD# 282467) is a financial advisory firm headquartered in Winter Haven, FL. They manage $34,567,993 in 237 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
353 Avenue C Southwest, Winter Haven, FL 33880
https://www.facebook.com/aventailwm100
By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    237
    ACCOUNTS
  • Average Account Value
    $145,857
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Aventail Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Brian Ulch, financial advisor Winter Haven FL
Brian C. Ulch
CRD#: 6596245
353 Avenue C Southwest, Winter Haven, FL 33880

Brian Ulch (CRD# 6596245) is an Investment Advisor Representative working at Aventail Wealth Management, LLC in Winter Haven, FL and has over 8 years of experience in the finance industry.

2
Austin Tharp, financial advisor Winter Haven FL
Austin S. Tharp
CRD#: 7226410
353 Avenue C Southwest, Winter Haven, FL 33880

Austin Tharp (CRD# 7226410) is an Investment Advisor Representative working at Aventail Wealth Management, LLC in Winter Haven, FL and has over 3 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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