SEC Form ADV

AVAII WEALTH MANAGEMENT, LLC

Registered Investment AdviserWI
$602.8M
Assets Under Management
9
Total Clients
18
Employees
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Registration Details

Accession
crd-298165
Location
APPLETON, WI
Filing Date
September 29, 2026
AUM
$602.8M
Total Clients
9
Institutional Clients
9
Employees
18
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable Organizations

About this Adviser

AVAII WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in APPLETON, WI, managing approximately $602.8M in assets across 9 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.