Aviso Wealth Management

Aviso Wealth Management (CRD# 108146) is a financial advisory firm headquartered in Seattle, WA. They manage $53,371,019 in 415 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    415
    ACCOUNTS
  • Average Account Value
    $128,605
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

CA, CT, DC, FL, MA, MD, ME, MI, NJ, NY, OR, PA, TX, VA, WA

Financial Advisors at Aviso Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Joseph A. Perry
CRD#: 2683158
1111 Street Road, Suite 204, Southampton, PA 18966
93
Wealthminder
score

Joseph Perry (CRD# 2683158) is an Investment Advisor Representative working at Aviso Wealth Management in Southampton, PA and has over 22 years of experience in the finance industry.

2
Joyce A. Provost
CRD#: 4839049
600 University Street, Suite 1901, Seattle, WA 98101
93
Wealthminder
score

Joyce Provost (CRD# 4839049) is an Investment Advisor Representative working at Aviso Wealth Management in Seattle, WA and has over 12 years of experience in the finance industry.

3
William B. Verrill
CRD#: 4663870
1325 Fourth Suite 1428, Seattle, WA 98101
93
Wealthminder
score

William Verrill (CRD# 4663870) is an Investment Advisor Representative working at Aviso Wealth Management in Seattle, WA and has over 11 years of experience in the finance industry.

4
Timothy S. Mickey
CRD#: 1028056
10411 Motor City Drive, Suite 500, Bethesda, MD 20817
86
Wealthminder
score

Timothy Mickey (CRD# 1028056) is an Investment Advisor Representative working at Aviso Wealth Management in Bethesda, MD and has over 35 years of experience in the finance industry. Timothy Mickey 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.

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