# Avantia Investment Services

Avantia Investment Services is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/avantiamfo

## Regulatory record

- **CRD number:** 307869
- **SEC file number:** 801-132118
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/307869

## About

Avantia Investment Services, LLC is an SEC-registered investment adviser in Seattle, WA, registered since 2025. The firm manages approximately $119 million in regulatory assets. It has 3 employees and 2 investment advisers.

## Questions

### Who runs investment decisions at Avantia Investment Services?

No individuals have been publicly named in connection with Avantia Investment Services LLC. The firm's decision-making structure is not disclosed in any available source.

### How does Avantia Investment Services source deals or allocate capital?

The firm's investment strategy is not on record. No sector preferences, stage focus, or partnership activity have been publicly documented.

### Does Avantia Investment Services participate in fund commitments or direct deals?

No deal participation, fund commitments, or co-investment activity have been reported for this entity.

### What is the wealth origin behind Avantia Investment Services?

The source of capital is not disclosed. No family name, business background, or industry origin has been linked to the firm in public records.

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Last updated: 2026-07-06T01:24:11.843Z

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