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AVANTIA INVESTMENT SERVICES, LLC

SEATTLE, WA · CRD 307869 · IAPD ↗ · 425-589-0904

$119.1MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2025 — AVANTIA INVESTMENT SERVICES, LLC (SEATTLE, WA) is newly SEC-registered with $105.6M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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