Avenues Wealth, LLC

RIASEC Registered

Total AUM

$81.5M

Discretionary

$79.4M

97% of AUM

Avg account

$485K

Accounts

168

Employees

Advisory reps

Firm details

Headquarters: Winter Park, Florida
CRD number: 290433
Website: www.avenueswealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI78.61%
Individuals15.4%
Charitable Organizations3.38%
Pension & Profit Sharing Plans2.62%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Avenues Wealth, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients and offers financial planning alongside portfolio management for individuals, small businesses, and institutions. Its billing mixes a percentage-of-AUM model with hourly and fixed-fee engagements. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not structured as a capital allocator; instead it places client assets into third-party vehicles where appropriate.