SEC Form ADV

AVAII WEALTH MANAGEMENT, LLC

Registered Investment AdviserWI
$602.8M
Assets Under Management
2,927
Total Clients
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Registration Details

Accession
CRD-298165
Location
APPLETON, WI
Filing Date
March 9, 2026
AUM
$602.8M
Total Clients
2,927
Amendment
No

About this Adviser

AVAII WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in APPLETON, WI, managing approximately $602.8M in assets across 2,927 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.