AVISTA WEALTH MANAGEMENT

Overview

Avista Wealth Management operates as an independent registered investment adviser serving both individual/family and institutional clients. The firm combines fee-based advisory work—primarily a percentage of assets under management with some hourly planning engagements—with brokerage and insurance distribution capabilities. That mix allows the firm to deliver ongoing portfolio management while also offering transactional brokerage and insurance solutions such as annuities. Investmently, Avista shows a clear preference for equities, allocating the largest portion of client assets to exchange-traded equities. Portfolios appear constructed for discretionary management in most client relationships, and the firm supplements public-market equity exposure with selected alternative strategies—hedge funds, private placements and real estate—where appropriate for client risk profiles and accreditation status. Given the small-to-mid size of the firm’s asset base and its use of hourly planning, the business model targets tailored advice for a concentrated client roster rather than mass-market scale.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices