|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Aviso Wealth Management
✚
|
|
|---|---|
| CRD # | 108146 |
| SEC # | 801-56358 |
| CIK # | 0002011802 |
| AUM | $494.9 M (2025-03-28) |
| Employees | 9 (100% Investors, 100% Brokers) |
| Phone | 877-633-1210 |
| Address | 11900 NE 1st St Bellevue, WA 98005 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 16.4 | ||
| Netflix Inc | 12.9 | ||
| Nvidia Corp | 11.9 | ||
| Facebook Inc | 10.4 | ||
| Microsoft Corp | 9.1 | ||
| Alphabet Inc | 7.9 | ||
| Amazon Com Inc | 7.0 | ||
| General Electric Co | 4.0 | ||
| Costco Wholesale Corp /NEW | 3.7 | ||
| Uber Technologies Inc | 3.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 660 | 174.3 |
| (b) Individuals (high net worth individuals) | 112 | 286.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 4.8 |
| (h) Charitable organizations | 3 | 5.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 24.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,904 | 494.9 |
| By Discretionary | ||
| Discretionary | 1,829 | 465.7 |
| Non-Discretionary | 75 | 29.3 |
| Total | 1,904 | 494.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 494.9 | |
| Total | 1,904 | 494.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002011802] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Keidan Financial Consultants LLC
✚
|
OH | 0.5 |
|
Hinds Financial Group Inc
✚
|
CO | 0.5 |
|
EPG Wealth Management LLC
✚
|
GA | 0.5 |
|
Capshift Advisors LLC
✚
|
MA | 0.5 |
|
Oxford Wealth Management LLC
✚
|
UT | 0.5 |
|
Broadleaf Partners LLC
✚
|
OH | 0.5 |
|
Selby Wealth Management LLC
✚
|
CA | 0.5 |
|
Trust Advisory Group Ltd
✚
|
AL | 0.5 |
|
Squire Investment Management Company LLC
✚
|
UT | 0.5 |
|
Kolinsky Wealth Management LLC
✚
|
NJ | 0.5 |