AVAII WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$602,750,772
Discretionary
$593,794,166
Non-discretionary
$8,956,606
Firm details
- CRD number
- 298165
- SEC file number
- 801-113937
- Main office
- APPLETON, WI, United States
- Employees
- 18
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.