Avaii Wealth Management, LLC is a large advisory firm based in Appleton. It manages $114.79 million of regulatory assets for 704 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Wisconsin.
Avaii Wealth Management provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Avaii Wealth Management: assets under management
The assets under management (AUM) of Avaii Wealth Management, LLC is $114.79 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $114.79 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $163.05 thousand each.
Investments
The firm invests in investment and business development companies the most. They account for 79% of the total AUM. The second-largest asset type is exchange traded securities, which make up 17% of the firm’s portfolio. Investments in cash and cash equivalents form 3% of the total invested assets.
