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AVERY WEALTH, INC.

JACKSON, MI · CRD 147943 · IAPD ↗ · averywealth.com · 517-783-1695

$201.7MRegulatory AUM
3Advisory reps
5Employees
0Clients
251-500Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
January 2025 — AVERY WEALTH, INC. (JACKSON, MI) left the SEC roster (was $201.7M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
42
April 2024 — AVERY WEALTH, INC. notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
April 2024 — AVERY WEALTH, INC. reports 251-500 financial-planning clients, up from 0.
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.