# Avista Wealth Management

Avista Wealth Management is a Multi Family Office based in Sarasota, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Sarasota, United States
- **Region:** North America
- **Address:** Birmingham, AL, United States
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** avistawealth.com

## Regulatory record

- **CRD number:** 151366
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/151366

## About

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.

## Sectors

- Private Credit
- Real Estate
- Infrastructure
- Hedge Funds

## 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.

## Related profiles

- [Non-Traditional Wealth Management](https://altss.com/profile/non-traditional-wealth-management-llc)
- [Pointe Equity Partners LLC](https://altss.com/profile/pointe-equity-partners-llc)

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Last updated: 2026-07-09T00:56:39.726Z

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