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AVA Wealth Management LLC
AVA Wealth Management is a fee only investment advisor that combines institutional-level investment management experience and service with personal client...
AVA Wealth Management LLC
AVA Wealth Management is a fee only investment advisor that combines institutional-level investment management experience and service with personal client interaction. The firm works closely with a limited number of clients and builds customized investment portfolios made up of individual securities rather than mutual funds or ETFs. Every client has a direct relationship with the investment decision maker, and investments are never allocated to outside managers or funds.
General information
Firm type
RIA
Principals
Steven W. McGinty
CFA, Founder & President
Frequently asked questions
Who runs investment decisions at AVA Wealth Management LLC?
No publicly named principals are associated with AVA Wealth Management LLC. The firm's leadership and investment committee are not disclosed in any available public record or database.
What assets does AVA Wealth Management LLC manage?
AUM and asset allocation are undisclosed. The firm has not published any numbers, and no third-party source has reported a figure.
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