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).
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Total Assets Under Management786MILLION
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Total Number of Accounts2,225ACCOUNTS
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Average Account Value$353,250
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AZ, CA, FL, ID, NY, OR, TX, WA
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.
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.
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.
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.
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.
Aaren Strand (CRD# 5851594) is an Investment Advisor Representative working at Avier Wealth Advisors in Bellevue, WA and has over 9 years of experience in the finance industry.
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.
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.
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.
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.