# Avellie Wealth Management

Avellie Wealth Management is a Multi Family Office based in Scottsdale.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Scottsdale
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** avelliewealth.com

## Regulatory record

- **CRD number:** 311108
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/311108

## About

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.

## People

- Jay Gehrke — Founder & Advisor

## 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.

## Related profiles

- [Northbound Wealth](https://altss.com/profile/northbound-wealth)
- [Tangent Financial](https://altss.com/profile/tangent-financial)

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Last updated: 2026-08-11T15:06:13.093Z

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