AVENTAIL WEALTH MANAGEMENT, LLC

Overview

Aventail Wealth Management, LLC is an independent registered investment adviser organized as a limited liability company and operated by an individual owner. The firm serves both individual and family clients as well as small institutional relationships, offering fee models that combine a percentage of assets under management with the ability to charge hourly for certain work. Its principal client services are financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars and workshops. Investment activity centers on liquid public markets. The firm allocates a meaningful portion of client capital to exchange-traded equities and uses separately managed account structures alongside pooled mutual fund exposures. Aventail is not identified as an active ESG investor and does not report roles as a pension consultant, capital allocator to third-party alternative managers, or a multi-state adviser.

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Location & Offices