Avista Wealth Management
Avista Wealth Management (CRD# 151366) is a financial advisory firm headquartered in Northbrook, IL. They manage $18,300,000 in 58 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management18MILLION
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Total Number of Accounts58ACCOUNTS
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Average Account Value$315,517
Compensation Options
- A percentage of assets under your management
- Hourly charges
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
Types of Clients
Registered States

Registered Investment Advisor
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.
IL
Financial Advisors at Avista Wealth Management
1
Glenn Farkas (CRD# 4451861) is an Investment Advisor Representative working at Avista Wealth Management in Glenview, IL and has over 15 years of experience in the finance industry.
2
Philip Schutte (CRD# 2801679) is an Investment Advisor Representative working at Avista Wealth Management in Glenview, IL and has over 21 years of experience in the finance industry.
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