Avaii Wealth Management, LLC
Avaii Wealth Management, LLC is an SEC-registered mass-market adviser in Appleton, WI with $602.8M assets under management (AUM, regulatory AUM), +36% over one year. See who owns Avaii Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 298165, SEC 801-113937, data through 2026-03-09.
- AUM (assets under management / regulatory AUM)
- $602.8M (2026-03-09)
- Firm type
- Mass-Market Adviser
- Location
- Appleton, WI
- Employees
- 18
- Clients
- 995
- CRD
- 298165
- Ownership
- DOULE, CHRISTIAN, JAMES; RAINER, JEFFREY, JAMES; BLATTNER, JOEL, THOMAS; SKURR, AARON, MICHAEL; TRUETTNER, MARK, DAVID
How much AUM does Avaii Wealth Management, LLC have?
Avaii Wealth Management, LLC reported $602.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-09).
Who owns Avaii Wealth Management, LLC?
Disclosed owners and executives of Avaii Wealth Management, LLC include DOULE, CHRISTIAN, JAMES, RAINER, JEFFREY, JAMES, BLATTNER, JOEL, THOMAS, SKURR, AARON, MICHAEL, TRUETTNER, MARK, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.