AVISEN WEALTH MANAGEMENT, INC.

Overview

Avisen Wealth Management, Inc. is organized as a corporation and has been SEC-registered since 2003. Ownership is listed as a combination of a domestic entity and an individual. FINTRX classifies the firm as Unclassified and records several service characteristics: it is not identified as a capital allocator, is not active on ESG mandates, does not report multi-state adviser status, and is not listed as a pension consultant or related adviser. Public filings and the FINTRX snapshot do not include a breakdown of the firm’s client segments, fee schedules, specific advisory activities, or typical investment mandates. That limits visibility into how the firm sources clients, what fee models it uses, and the types of portfolios it manages.

Assets & Accounts

Location & Offices