LP Profile

Avaii Wealth Management

Also known as avaii wealth

Wealth ManagerAppleton, United StatesFounded 2018
$316M
Assets Under Management
Appleton
Headquarters
Investment Focus

About Avaii Wealth Management

Avaii Wealth Management is a wealth manager based in Appleton, US. Founded in 2018. Reported AUM: 316 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Avaii Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$602.8M
Total Clients
2,927
Filing Date
March 9, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

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Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Avaii Wealth Management?

Avaii Wealth Management is a wealth manager based in Appleton, United States, managing approximately $316M in assets.

Where is Avaii Wealth Management headquartered?

Avaii Wealth Management is headquartered in Appleton, United States.

How much does Avaii Wealth Management manage?

Avaii Wealth Management manages approximately $316M in assets under management.

When was Avaii Wealth Management founded?

Avaii Wealth Management was founded in 2018.

How can I contact Avaii Wealth Management?

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