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Avier Wealth Advisors

Headquartered in BELLEVUE, WA

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Firm Information

Avier Wealth Advisors is a registered investment advisor based in Bellevue, WA. They provide financial planning and portfolio management services to individuals, including high-net-worth individuals, and individuals other than high-net-worth. Their services are also available for educational seminars. The firm manages $785,980,266 in regulatory assets, including $639,607,054 in discretionary assets. They are active on various social media platforms, including Instagram, YouTube, LinkedIn, and Facebook.

Avier Wealth Advisors

10655 NE 4TH STREET

BELLEVUE, WA 98004

$785.98M

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (6)

AVIER WEALTH ADVISORS has a total of 6 branch locations across the country.
location

Bellevue, WA

location

BELLEVUE, WA

location

CHANDLER, AZ

location

West Linn, OR

location

Eagle River, AK

location

NORTH BEND, WA

Advisors at Avier Wealth Advisors

View All 14 Advisors
Unclaimed
Marisol B Fung

RA

CHANDLER, AZ

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Lars Lee Phillips

CFP®, CFA®, RA

BELLEVUE, WA

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Unclaimed
Alexander Ostergard Krider

CFP®, RA

West Linn, OR

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Unclaimed
Samantha Viviane Torres

CFP®, RA

BELLEVUE, WA

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Unclaimed
David Keith Welty

CFP®, RA

BELLEVUE, WA

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Unclaimed
Alexander James Castaneda

RA

BELLEVUE, WA

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Unclaimed
Angela Sorensen

CFP®, RA

BELLEVUE, WA

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Unclaimed
Aaren N Strand

CFP®, RA

BELLEVUE, WA

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Disclosures

There are no public disclosures for Avier Wealth Advisors.

Frequently Asked Questions (7)

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