AVA Wealth Management LLC

Overview

AVA Wealth Management LLC is an independent registered investment adviser that manages concentrated equity-oriented portfolios for individual and family clients. The firm operates on a percentage-of-AUM fee model and focuses on discretionary portfolio management for individuals and small businesses. Its investment posture favors listed equities and exchange-traded strategies, deployed primarily through separately managed account structures and commingled mutual fund vehicles. AVA does not present itself as an active ESG investor and its operations are compact rather than multi-state or pension-focused. The manager’s approach emphasizes equity exposure as the principal return driver, with portfolio construction centered on liquid, exchange-traded instruments for tactical and strategic positioning. Given the client base and account counts, the firm appears to serve high-net-worth households with portfolios tailored at the account level rather than relying on large pooled alternative programs or extensive institutional overlays.

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Location & Offices