Aviso Wealth Management

Aviso Wealth Management (CRD# 108146) is a financial advisory firm headquartered in Bellevue, WA. They manage $401,709,508 in 1,656 accounts and serve the financial needs of clients across 20 states (or territories).

Current Firm Details
11900 Ne 1st St, Suite 300, Bellevue, WA 98005
http://www.avisowealthmanagement.com
By the Numbers
  • Total Assets Under Management
    402
    MILLION
  • Total Number of Accounts
    1,656
    ACCOUNTS
  • Average Account Value
    $242,578
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CT, DC, DE, FL, GA, IL, MA, MD, ME, NH, NJ, NY, OR, PA, SC, TX, VA, WA

Financial Advisors at Aviso Wealth Management
Showing 1 - 9 of 9 top financial advisors.
1
Robert Cusick, financial advisor Bradenton FL
Robert Cusick
CRD#: 1702425
Bradenton, FL

Robert Cusick (CRD# 1702425) is an Investment Advisor Representative working at Aviso Wealth Management in Bradenton, FL and has over 36 years of experience in the finance industry.

2
Diana Kon, financial advisor Bellevue WA
Diana Kon
CRD#: 6053108
11900 Ne 1st Street, Suite 300, Bellevue, WA 98005

Diana Kon (CRD# 6053108) is an Investment Advisor Representative working at Aviso Wealth Management in Bellevue, WA and has over 10 years of experience in the finance industry.

3
Craig Lawler, financial advisor Selinsgrove PA
Craig R. Lawler
CRD#: 1040869
100 Airport Road, Suite 200, Selinsgrove, PA 17870

Craig Lawler (CRD# 1040869) is an Investment Advisor Representative working at Aviso Wealth Management in Selinsgrove, PA and has over 42 years of experience in the finance industry.

4
Timothy Mickey, financial advisor Doylestown PA
Timothy S. Mickey
CRD#: 1028056
252 W Swamp Rd, Unit 28, Doylestown, PA 18901

Timothy Mickey (CRD# 1028056) is an Investment Advisor Representative working at Aviso Wealth Management in Doylestown, PA and has over 42 years of experience in the finance industry.

5
Joseph Perry, financial advisor Seattle WA
Joseph A. Perry
CRD#: 2683158
600 University St, Suite 2523, Seattle, WA 98101

Joseph Perry (CRD# 2683158) is an Investment Advisor Representative working at Aviso Wealth Management in Seattle, WA and has over 28 years of experience in the finance industry.

6
Joyce Provost, financial advisor Seattle WA
Joyce A. Provost
CRD#: 4839049
600 University St, Suite 2523, Seattle, WA 98101

Joyce Provost (CRD# 4839049) is an Investment Advisor Representative working at Aviso Wealth Management in Seattle, WA and has over 18 years of experience in the finance industry.

7
William Verrill, financial advisor Seattle WA
William B. Verrill
CRD#: 4663870
600 University St, Suite 1901, Seattle, WA 98101

William Verrill (CRD# 4663870) is an Investment Advisor Representative working at Aviso Wealth Management in Seattle, WA and has over 17 years of experience in the finance industry.

8
Bryant Boswell, financial advisor Washington DC
Bryant W. Boswell
CRD#: 7582247
601 Pennsylvania Ave Nw, Suite 900, Washington, DC 20004

Bryant Boswell (CRD# 7582247) is an Investment Advisor Representative working at Aviso Wealth Management in Washington, DC and has 1 year of experience in the finance industry.

9
Kayla Welker, financial advisor Selinsgrove PA
Kayla J. Welker
CRD#: 7360153
100 Airport Road, Suite 200, Selinsgrove, PA 17870

Kayla Welker (CRD# 7360153) is an Investment Advisor Representative working at Aviso Wealth Management in Selinsgrove, PA and has over 2 years of experience in the finance industry.

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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