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 11 - 11 of 11 top financial advisors.
11
Angela Sorensen, financial advisor Bellevue WA
Angela Sorensen
CRD#: 5676206
10655 Ne 4th Street, Suite 500, Bellevue, WA 98004

Angela Sorensen (CRD# 5676206) is an Investment Advisor Representative working at Avier Wealth Advisors in Bellevue, WA and has over 4 years 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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