Aviso Wealth Management

RIASEC RegisteredEst. 1999

Total AUM

$621M

Discretionary

$570M

92% of AUM

Avg account

$283K

Accounts

2,195

Employees

9

Advisory reps

9

Firm details

Headquarters: Bellevue, Washington
CRD number: 108146
Registered since: March 22, 1999
Website: www.avisofinancial.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI61.39%
Individuals32.74%
Corporations / Businesses4.4%
Pension & Profit Sharing Plans0.93%
Charitable Organizations0.54%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Aviso Wealth Management is an independent, privately owned registered investment adviser that serves both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting services, and it conducts broker-dealer registered representative and insurance brokerage activities alongside its advisory work. Fee arrangements include asset-based fees, hourly charges, and fixed-fee engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds57%
Exchange Traded Equities36%
Cash & Cash Equivalents4%
US Government Bonds1%
State & Local Bonds1%

Owners & executives

1 of 1

Diana Kon
Chief Operating OfficerCRD 6053108

Contacts

3 of 8

Joyce Provost
Partner, Financial AdvisorCRD 4839049
John Palmieri
Financial PlannerCRD 2922935
Joseph Perry
PresidentCRD 2683158

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 28

Active vs passive

$22.1M in ETFs

Passive

68%

$15M

Active

24%

$7.1M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
T ROWE PRICE FLOATING RATE ETF (TFLR)	T. Rowe Price	Active	Bank Loan	$5.3M	106,129	24.25%

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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: 11900 Ne 1st St
Time zone: PT (UTC-8)
Office locations

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