Aviso Wealth Management

Aviso Wealth Management (CRD# 108146) is a financial advisory firm headquartered in Seattle, WA. They manage $65,982,169 in 526 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    526
    ACCOUNTS
  • Average Account Value
    $125,441
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
626 Jacksonville Rd, Suite 102, Warminster, PA 18974
93
Wealthminder
score

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

2
Joyce A. Provost
CRD#: 4839049
600 University St, Suite 2523, 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
146 State St, Suite 1, Augusta, ME 04330
93
Wealthminder
score

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

4
Timothy S. Mickey
CRD#: 1028056
626 Jacksonville Rd, Suite 102, Warminster, PA 18974
86
Wealthminder
score

Timothy Mickey (CRD# 1028056) is an Investment Advisor Representative working at Aviso Wealth Management in Warminster, PA and has over 36 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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