Aviso Wealth Management
Aviso Wealth Management is an SEC-registered mass-market adviser in Bellevue, WA with $621.3M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Aviso Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108146, SEC 801-56358, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $621.3M (2026-03-24)
- Firm type
- Mass-Market Adviser
- Location
- Bellevue, WA
- Employees
- 9
- Clients
- 929
- CRD
- 108146
- Ownership
- PERRY, JOSEPH, ALAN; SILL, MARCIA, JOSLYN; PROVOST, JOYCE, ANNE; MURPHY, PHILIP, LAURENCE; VERRILL, WILLIAM, BASIL
How much AUM does Aviso Wealth Management have?
Aviso Wealth Management reported $621.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Aviso Wealth Management?
Disclosed owners and executives of Aviso Wealth Management include PERRY, JOSEPH, ALAN, SILL, MARCIA, JOSLYN, PROVOST, JOYCE, ANNE, MURPHY, PHILIP, LAURENCE, VERRILL, WILLIAM, BASIL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.