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AVISEN ADVISORS, LLC

SACRAMENTO, CA · CRD 113791 · IAPD ↗ · 916-480-2747

$389.0MRegulatory AUM
9Advisory reps
9Employees
0Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
October 2024 — AVISEN ADVISORS, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2024 — AVISEN ADVISORS, LLC reports 101-250 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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