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Avellie Wealth Management
Avellie Wealth Management, LLC is a boutique financial advisory firm based in Scottsdale, Arizona. As a fiduciary and independent fee-based firm, it creates...
Avellie Wealth Management
Avellie Wealth Management, LLC is a boutique financial advisory firm based in Scottsdale, Arizona. As a fiduciary and independent fee-based firm, it creates fully customized financial plans and portfolios tailored to each client's unique circumstances. Its services include financial planning, investment management, tax planning, and legacy planning.
General information
Firm type
Multi Family Office
Year founded
2020
Location
City
Scottsdale
Principals
Jay Gehrke
Founder & Advisor
Frequently asked questions
Does Avellie Wealth Management participate in fund commitments or only direct deals?
The firm's investment vehicles and direct-deal participation are not documented in public records. Most multi-family offices of this size allocate client capital through external fund managers, separately managed accounts, and occasionally direct co-investments. The specific approach for Avellie is unknown.
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