Multi-Family OfficeRIA · CRD 151366

Updated:

Avista Wealth Management

AVISTA WEALTH MANAGEMENT is a state-registered investment adviser in NORTHBROOK, IL. The firm manages $32 million in assets, $28 million on a discretionary...

Avista Wealth Management

AVISTA WEALTH MANAGEMENT is a state-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

2009

Location

Region

North America

Country

United States

City

Sarasota

Corporate office

Birmingham, AL, United States

Sector focus

Private CreditReal EstateInfrastructureHedge Funds

Frequently asked questions

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.

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.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Sarasota Multi Family Office profiles