Avantia Investment Services, LLC
Avantia Investment Services, LLC is an SEC-registered ria in Seattle, WA with $119.1M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Avantia Investment Services, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 307869, SEC 801-132118, data through 2026-04-03.
- AUM (assets under management / regulatory AUM)
- $119.1M (2026-04-03)
- Firm type
- Ria
- Location
- Seattle, WA
- Employees
- 3
- Clients
- 30
- CRD
- 307869
- Ownership
- COBB, TREVOR, JOHN; AVANTIA MFO, INC.; COBB, TREVOR
How much AUM does Avantia Investment Services, LLC have?
Avantia Investment Services, LLC reported $119.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-03).
Who owns Avantia Investment Services, LLC?
Disclosed owners and executives of Avantia Investment Services, LLC include COBB, TREVOR, JOHN, AVANTIA MFO, INC., COBB, TREVOR. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.