Avier Wealth Advisors

Avier Wealth Advisors (CRD# 161077) is a financial advisory firm headquartered in Bellevue, WA. They manage $274,158,994 in 1,044 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    274
    MILLION
  • Total Number of Accounts
    1,044
    ACCOUNTS
  • Average Account Value
    $262,604
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, HI, ID, IL, NV, NY, OR, TX, WA

Financial Advisors at Avier Wealth Advisors
Showing 1 - 10 of 12 top financial advisors.
1
Taylor E. Drake
CRD#: 2958978
10655 Ne 4th Street, Suite 508, Bellevue, WA 98004
96
Wealthminder
score

Taylor Drake (CRD# 2958978) is an Investment Advisor Representative working at Avier Wealth Advisors in Bellevue, WA and has over 18 years of experience in the finance industry.

2
Christopher J. Edwards
CRD#: 5275738
10655 Ne 4th Street, Suite 508, Bellevue, WA 98004
96
Wealthminder
score

Christopher Edwards (CRD# 5275738) is an Investment Advisor Representative working at Avier Wealth Advisors in Bellevue, WA and has over 9 years of experience in the finance industry. Christopher Edwards has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Shalina R. Martos
CRD#: 4616725
10655 Ne 4th Street, Suite 508, Bellevue, WA 98004
96
Wealthminder
score

Shalina Martos (CRD# 4616725) is an Investment Advisor Representative working at Avier Wealth Advisors in Bellevue, WA and has over 13 years of experience in the finance industry. Shalina Martos has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Luellen H. Lockwood
CRD#: 4346202
10655 Ne 4th Street, Suite 508, Bellevue, WA 98004
93
Wealthminder
score

Luellen Lockwood (CRD# 4346202) is an Investment Advisor Representative working at Avier Wealth Advisors in Bellevue, WA and has over 15 years of experience in the finance industry.

5
John C. Moffatt
CRD#: 4512444
10655 Ne 4th Street, Suite 508, Bellevue, WA 98004
93
Wealthminder
score

John Moffatt (CRD# 4512444) is an Investment Advisor Representative working at Avier Wealth Advisors in Bellevue, WA and has over 14 years of experience in the finance industry.

6
Sailaza E. Pal
CRD#: 4824819
10655 Ne 4th Street, Suite 508, Bellevue, WA 98004
93
Wealthminder
score

Sailaza Pal (CRD# 4824819) is an Investment Advisor Representative working at Avier Wealth Advisors in Bellevue, WA and has over 9 years of experience in the finance industry.

7
Stephen W. Zeller
CRD#: 5140498
10655 Ne 4th Street, Suite 508, Bellevue, WA 98004
93
Wealthminder
score

Stephen Zeller (CRD# 5140498) is an Investment Advisor Representative working at Avier Wealth Advisors in Bellevue, WA and has over 8 years of experience in the finance industry.

8
John P. Osseward
CRD#: 6319061
10655 Ne 4th Street, Suite 508, Bellevue, WA 98004
90
Wealthminder
score

John Osseward (CRD# 6319061) is an Investment Advisor Representative working at Avier Wealth Advisors in Bellevue, WA and has over 4 years of experience in the finance industry.

9
Lars L. Phillips
CRD#: 6015679
10655 Ne 4th Street, Suite 508, Bellevue, WA 98004
90
Wealthminder
score

Lars Phillips (CRD# 6015679) is an Investment Advisor Representative working at Avier Wealth Advisors in Bellevue, WA and has over 5 years of experience in the finance industry.

10
John J. Moffatt
CRD#: 4984452
10655 Ne 4th Street, Suite 508, Bellevue, WA 98004
87
Wealthminder
score

John Moffatt (CRD# 4984452) 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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