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Katelynn Anne Toth

Avier Wealth Advisors

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About Katelynn Anne Toth

Katelynn Toth is an investment advisor representative at Avier Wealth Advisors. Katelynn is a Certified Financial Planner™ professional who helps individuals and families achieve their financial goals. Katelynn has over 6 years of experience in the financial services industry. Katelynn holds a Series 65 license and is registered with the state of Alaska. Katelynn specializes in financial planning, portfolio management, and educational seminars. Katelynn previously worked at APCM Wealth Management for Individuals and Mountain River Counselling, LLC. Katelynn is dedicated to providing her clients with personalized financial advice and guidance.

Firm Information

Katelynn Toth 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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Katelynn Toth’s Registration & Firm History

WA

05/17/2024 - Present

Avier Wealth Advisors (BELLEVUE WA)

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Licenses & Designations

IA

Issued 04/18/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Katelynn Anne Toth.
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