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Joseph Maestas

Avaii Wealth Management, LLC

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About Joseph Maestas

Joseph Maestas is an Investment Advisor Representative with Avaii Wealth Management, LLC. Joseph has been in the financial industry since 2014. Joseph is registered with the state of Wisconsin and has passed the Uniform Investment Adviser Law Examination. Joseph's previous employment includes DWC - The 401(k) Experts, FuturePlan by Ascensus, Qualified Pension Services, Inc., and Avaii Wealth Management, LLC.

Firm Information

Joseph Maestas is currently registered with Avaii Wealth Management, LLC. Avaii Wealth Management, LLC is a Registered Investment Adviser headquartered in Appleton, WI. The firm provides financial planning and portfolio management services to a variety of client types, including high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and charitable organizations. Avaii Wealth Management currently manages approximately $442.59 million in assets.
Avaii Wealth Management, LLC

2101 N CASALOMA DR

APPLETON, WI 54913

$442.59M

Assets Under Management

Not reported

Total Clients

8

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax planning / preparation

Tax planning / preparation

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Joseph Maestas’s Registration & Firm History

WI

05/03/2024 - Present

Avaii Wealth Management, LLC (APPLETON WI)

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Licenses & Designations

IA

Issued 04/20/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Maestas.
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