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AVA Wealth Management LLC
AVA WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in Nashville, TN. The firm manages approximately $65 million in regulatory assets.
AVA Wealth Management LLC
AVA WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in Nashville, TN. The firm manages approximately $65 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Single Family Office
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.
Is AVA Wealth Management LLC a single family office or an RIA?
AVA Wealth Management LLC is registered as an investment adviser with the US Securities and Exchange Commission. Based on its structure and minimal public profile, it functions as a single-family office or an RIA serving one family.
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.
Where does the underlying wealth of AVA Wealth Management LLC come from?
The wealth origin is not publicly documented. It may derive from a business exit, real estate, or inherited fortune, but no confirmation exists in public records.
Does AVA Wealth Management LLC invest in external funds or do direct deals?
Investment strategy is not disclosed. No public information indicates fund commitments, direct investments, or co-investment activity.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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