Avier Wealth Advisors

RIASEC Registered
Total AUM
$1.2B
Discretionary
$948M
80% of AUM
Avg account
$455K
Accounts
2,608
Employees
20
Advisory reps
16

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

FINTRX

Overview

Avier Wealth Advisors is an independent registered investment adviser organized as an LLC that focuses on individual and family clients. The firm is SEC registered (registration year 2012) and bills primarily on a percentage-of-AUM basis. Advisory services emphasized in its filings include financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The firm identifies itself as a capital allocator and does not position itself as an active ESG investor. An industry mention: Avier was named a "Top RIA Firms to Watch" by investor.com in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 81%, Exchange Traded Equities 14%, Cash & Cash Equivalents 3%, Private Funds 2%81%
  • Public Funds/Mutual Funds81%
  • Exchange Traded Equities14%
  • Cash & Cash Equivalents3%
  • Private Funds2%

Owners & executives

1 of 1
  • John Osseward

    John Osseward

    Partner, Chief Operating OfficerCRD 6319061

Contacts

3 of 15
  • Aaren Strand

    Aaren Strand

    AdvisorCRD 5851594

  • Madison Williams

    Madison Williams

    Associate AdvisorCRD 7044565

  • Alexander Castaneda

    Alexander Castaneda

    Lead AdvisorCRD 7117786

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 71

Active vs passive

$451M in ETFs

Passive

20%

$90.7M

Active

80%

$361M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US CORE EQUITY 2 ETF (DFAC)DimensionalActiveLarge Blend$119M2,671,09226.31%
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Location

Primary office

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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