Avier Wealth Advisors

Avier Wealth Advisors (CRD# 161077) is a financial advisory firm headquartered in Bellevue, WA. They manage $785,980,266 in 2,225 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
10655 Ne 4th Street, Suite 500, Bellevue, WA 98004
https://avieradvisors.com/
By the Numbers
  • Total Assets Under Management
    786
    MILLION
  • Total Number of Accounts
    2,225
    ACCOUNTS
  • Average Account Value
    $353,250
Compensation Options
  • A percentage of assets under your management
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.

AZ, CA, FL, ID, NY, OR, TX, WA

Financial Advisors at Avier Wealth Advisors
Showing 1 - 10 of 11 top financial advisors.
1
Alexander Castaneda, financial advisor Bellevue WA
Alexander J. Castaneda
CRD#: 7117786
10655 Ne 4th Street, Suite 500, Bellevue, WA 98004

Alexander Castaneda (CRD# 7117786) is an Investment Advisor Representative working at Avier Wealth Advisors in Bellevue, WA and has over 4 years of experience in the finance industry.

2
Rachel Clawson, financial advisor Bellevue WA
Rachel C. Clawson
CRD#: 6622757
10655 Ne 4th Street, Suite 500, Bellevue, WA 98004

Rachel Clawson (CRD# 6622757) is an Investment Advisor Representative working at Avier Wealth Advisors in Bellevue, WA and has over 7 years of experience in the finance industry.

3
Alexander Krider, financial advisor West Linn OR
Alexander O. Krider
CRD#: 5627189
West Linn, OR

Alexander Krider (CRD# 5627189) is an Investment Advisor Representative working at Avier Wealth Advisors in West Linn, OR and has over 15 years of experience in the finance industry.

4
John Osseward, financial advisor Bellevue WA
John P. Osseward
CRD#: 6319061
10655 Ne 4th Street, Suite 500, Bellevue, WA 98004

John Osseward (CRD# 6319061) is an Investment Advisor Representative working at Avier Wealth Advisors in Bellevue, WA and has over 12 years of experience in the finance industry.

5
Lars Phillips, financial advisor Bellevue WA
Lars L. Phillips
CRD#: 6015679
10655 Ne 4th Street, Suite 508, Bellevue, WA 98004

Lars Phillips (CRD# 6015679) is an Investment Advisor Representative working at Avier Wealth Advisors in Bellevue, WA and has over 12 years of experience in the finance industry.

6
Aaren Strand, financial advisor North Bend WA
Aaren N. Strand
CRD#: 5851594
North Bend, WA

Aaren Strand (CRD# 5851594) is an Investment Advisor Representative working at Avier Wealth Advisors in North Bend, WA and has over 9 years of experience in the finance industry.

7
David Welty, financial advisor Bellevue WA
David K. Welty
CRD#: 2685163
10655 Ne 4th Street, Suite 508, Bellevue, WA 98004

David Welty (CRD# 2685163) is an Investment Advisor Representative working at Avier Wealth Advisors in Bellevue, WA and has over 28 years of experience in the finance industry.

8
Nicholas Wright, financial advisor Bellevue WA
Nicholas L. Wright
CRD#: 6568227
10655 Ne 4th Street, Suite508, Bellevue, WA 98004

Nicholas Wright (CRD# 6568227) is an Investment Advisor Representative working at Avier Wealth Advisors in Bellevue, WA and has over 8 years of experience in the finance industry.

9
Raphael Luis De Ocampo, financial advisor Bellevue WA
Raphael Luis C. De Ocampo
CRD#: 7101335
10655 Ne 4th Street, Suite 500, Bellevue, WA 98004

Raphael Luis De Ocampo (CRD# 7101335) is an Investment Advisor Representative working at Avier Wealth Advisors in Bellevue, WA and has 1 year of experience in the finance industry.

10
Courtney Gehrmann, financial advisor Bellevue WA
Courtney S. Gehrmann
CRD#: 7688632
10655 Ne 4th Street, Suite 500, Bellevue, WA 98004

Courtney Gehrmann (CRD# 7688632) is an Investment Advisor Representative working at Avier Wealth Advisors in Bellevue, WA and has 1 year of experience in the finance industry.

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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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