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AVIER WEALTH ADVISORS

BELLEVUE, WA · CRD 161077 · IAPD ↗ · 425-467-1011

$1.19BRegulatory AUM
16Advisory reps
20Employees
0Clients
More than 500Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — AVIER WEALTH ADVISORS crossed $1B in regulatory AUM ($964.4M -> $1.19B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
49
April 2025 — AVIER WEALTH ADVISORS notice-filed in LA, NE, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
November 2024 — AVIER WEALTH ADVISORS notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
June 2024 — AVIER WEALTH ADVISORS notice-filed in AK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — AVIER WEALTH ADVISORS notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
71
April 2024 — AVIER WEALTH ADVISORS grew from 11 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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