# Avaii Wealth Management

Avaii Wealth Management is a Bank / Wealth / Trust based in Appleton, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Appleton, United States
- **Region:** North America
- **Address:** Appleton, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** avaii.com
- **LinkedIn:** https://www.linkedin.com/company/avaii-wealth-management

## Regulatory record

- **CRD number:** 298165
- **SEC file number:** 801-113937
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-09T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/298165

## About

Avaii Wealth Management was established in 2018 as a US wealth manager and registered investment advisor. The firm supplies investment advisory services that encompass financial planning, investment management, and portfolio oversight. It works with individuals, high-net-worth individuals, families, and businesses. No additional offices, team size, or dated operational events from the last 24 months appear in available records.

## Questions

### What services does Avaii Wealth Management provide?

The firm offers investment advisory services that include financial planning, investment management, and portfolio management.

### Who are the typical clients of Avaii Wealth Management?

Avaii Wealth Management advises individuals, high-net-worth individuals, families, and businesses.

### When was Avaii Wealth Management founded?

The firm was established in 2018.

## Related profiles

- [Ava Capital](https://altss.com/profile/ava-capital)
- [Avail Investment Partners](https://altss.com/profile/avail-investment-partners)

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Last updated: 2026-06-03T20:00:00.000Z

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