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Courtney Sloane Gehrmann

Avier Wealth Advisors

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About Courtney Sloane Gehrmann

Courtney Sloane Gehrmann is a financial advisor at Avier Wealth Advisors. Courtney has been in the financial services industry since 2011 and is a CERTIFIED FINANCIAL PLANNER™. Courtney has experience working with a variety of clients, including high-net-worth individuals and individuals other than high-net-worth individuals. Courtney specializes in Retirement Planning, Education Planning, and Estate Planning.

Firm Information

Courtney Gehrmann is currently registered with Avier Wealth Advisors. 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.

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Courtney Gehrmann’s Registration & Firm History

WA

01/24/2023 - Present

Avier Wealth Advisors (BELLEVUE WA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Courtney Sloane Gehrmann.
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