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AVISO WEALTH MANAGEMENT

BELLEVUE, WA · CRD 108146 · IAPD ↗ · avisowealthmanagement.com · 877-633-1210

$621.3MRegulatory AUM
9Advisory reps
9Employees
0Clients
26-50Planning clients
0Private funds
26States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — AVISO WEALTH MANAGEMENT notice-filed in CO, MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — AVISO WEALTH MANAGEMENT added office(s): 7 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — AVISO WEALTH MANAGEMENT crossed $500M in regulatory AUM ($494.9M -> $621.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
December 2025 — AVISO WEALTH MANAGEMENT added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2025 — AVISO WEALTH MANAGEMENT notice-filed in AK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — AVISO WEALTH MANAGEMENT added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2025 — AVISO WEALTH MANAGEMENT reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
49
June 2024 — AVISO WEALTH MANAGEMENT notice-filed in MI, NC, OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
April 2024 — AVISO WEALTH MANAGEMENT changed its website from avisofinancial.com to avisowealthmanagement.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
April 2024 — AVISO WEALTH MANAGEMENT notice-filed in OR, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
April 2024 — AVISO WEALTH MANAGEMENT reported RAUM up 80% ($223.4M -> $401.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.