Avise Financial
Avise Financial is an SEC-registered mass-market adviser in Los Angeles, CA with $169.4M assets under management (AUM, regulatory AUM), +35% over one year. See who owns Avise Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 328790, SEC 801-131992, data through 2026-06-22.
- AUM (assets under management / regulatory AUM)
- $169.4M (2026-06-22)
- Firm type
- Mass-Market Adviser
- Location
- Los Angeles, CA
- Employees
- 7
- Clients
- 170
- CRD
- 328790
- Ownership
- MIKO, LEIGHANN, ROSE; SOELTER, KATRINA, STRELOW
How much AUM does Avise Financial have?
Avise Financial reported $169.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-22).
Who owns Avise Financial?
Disclosed owners and executives of Avise Financial include MIKO, LEIGHANN, ROSE, SOELTER, KATRINA, STRELOW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.