linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Raphael luis Capili De ocampo

Avier Wealth Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Raphael luis? Claim Your Profile

About Raphael luis Capili De ocampo

Raphael luis Capili De ocampo is an Investment Advisor Representative at Avier Wealth Advisors. Raphael luis has been with the firm since January 2022. Raphael luis has a Series 65 license and is registered in Washington. Previously, Raphael luis worked at Stabbert Maritime in Seattle, Washington and Enterprise Rent a Car in Tacoma, Washington. Raphael luis is also a graduate of Western Washington University. Avier Wealth Advisors is a fee-only firm that offers financial planning and portfolio management services to individuals and high net worth individuals. The firm has offices in Bellevue, Washington.

Firm Information

Raphael luis De ocampo 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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Raphael luis De ocampo’s Registration & Firm History

WA

10/13/2022 - Present

Avier Wealth Advisors (BELLEVUE WA)

Not sure if Raphael luis Capili De ocampo is right for you?

Licenses & Designations

IA

Issued 10/13/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Raphael luis Capili De ocampo.
Not sure if Raphael luis Capili De ocampo is right for you?