Avier Wealth Advisors
Firm details
- Headquarters
- Bellevue, Washington
- CRD number
- 161077
- Registered since
- March 14, 2012
- Website
- avieradvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.64%
- Individuals17.36%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Avier Wealth Advisors is an independent registered investment adviser organized as a limited liability company and operating since 2012. The firm focuses on individual and family clients and functions as a capital allocator, charging clients a percentage-of-assets fee. Core service offerings include financial planning, discretionary portfolio management for individuals and small businesses, and selecting third‑party advisers when appropriate. The firm does not identify as an active ESG investor. In 2020 Avier Wealth Advisors was named one of the “Top RIA Firms to Watch” by investor.com.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds81%
- Exchange Traded Equities14%
- Cash & Cash Equivalents3%
- Private Funds2%
Owners & executives
1 of 1
John Osseward
Partner, Chief Operating OfficerCRD 6319061
Contacts
3 of 15
Lars Phillips
Lead Advisor, PartnerCRD 6015679
Madison Williams
Associate AdvisorCRD 7044565
Raphael Luis De Ocampo
Associate AdvisorCRD 7101335
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 66Active vs passive
$502M in ETFs
16%
$80.8M
84%
$421M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $120M | 2,710,018 | 23.96% |
Location
Bellevue, WA
King
Location
Bellevue, WA
Headquartered in Bellevue, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- King
- Address
- 10655 Ne 4th St
- Time zone
- PT (UTC-8)
- Office locations
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