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AVEGO MANAGEMENT, LLC

ALPHARETTA, GA · CRD 310520 · IAPD ↗ · 646-844-0030

$917.5MRegulatory AUM
12Advisory reps
16Employees
0Clients
n/aPlanning clients
7Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2025 — AVEGO MANAGEMENT, LLC crossed $1B in regulatory AUM ($861.1M -> $1.02B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
50
April 2024 — AVEGO MANAGEMENT, LLC reported RAUM up 35% ($635.9M -> $861.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
56
April 2024 — AVEGO MANAGEMENT, LLC grew from 10 to 13 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.