Multi-Family OfficeRIA · CRD 151366SEC-Registered

Updated:

Avista Wealth Management

Avista Wealth Management is a Birmingham-based RIA serving families and institutions through private credit, real estate, and infrastructure investments.

Avista Wealth Management

AVISTA WEALTH MANAGEMENT is an SEC-registered investment adviser in NORTHBROOK, IL. The firm manages $32 million in assets, $28 million on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Birmingham

Corporate office

Birmingham, AL, United States

Sector focus

Private CreditReal EstateInfrastructureHedge Funds

Frequently asked questions

Who runs investment decisions at Avista Wealth Management?

Avista does not publicly name its investment committee or leadership. As an RIA, investment decisions are managed internally, likely by a team of advisors and analysts, though no individual names are confirmed in public records.

How does Avista source proprietary deal flow?

Avista's sourcing model is not publicly described. It likely relies on manager relationships and networks typical of an RIA multi-family office. No proprietary deal sourcing or originations have been disclosed.

Is Avista structured as a single family office or does it operate more like a venture firm?

Avista is a multi-family office registered as an RIA. It serves multiple families and institutions, not a single wealth source. It does not operate as a venture capital firm, though it makes direct co-investments in real estate and infrastructure.

Does Avista participate in fund commitments or only direct deals?

Avista uses both fund commitments and direct co-investments. It allocates capital through separate accounts and pooled vehicles, focusing on private credit, real estate, and infrastructure. The exact mix is not disclosed.

What investment stages does Avista typically target?

Avista appears to target core and core-plus strategies in real estate and infrastructure, as well as private credit across the risk spectrum. No specific focus on venture-stage or growth equity has been indicated.

Which sectors does Avista explicitly avoid?

Avista has not publicly identified any excluded sectors. Based on its disclosed focus, it likely avoids direct venture capital and early-stage technology, concentrating instead on yield-generating real assets and credit.

Does Avista maintain philanthropic structures?

No philanthropic vehicles have been publicly associated with Avista Wealth Management. The firm does not disclose any foundation or charitable arm.

Profile maintained by 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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