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| Aviso Wealth Management
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|
|
|---|---|
| CRD # | 108146 |
| SEC # | 801-56358 |
| CIK # | 0002011802 |
| AUM | $401.7 MM (2024-05-28) |
| Employees | 9 (100% Investors, 89% Brokers) |
| Phone | 877-633-1210 |
| Address | 11900 NE 1st St Bellevue, WA 98005 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 16.3 | |
| NVDA | 399,550.0 | 10.2 | |
| GOOGL | 1,475,138.5 | 7.7 | |
| NFLX | 79,791.6 | 7.6 | |
| META | 434,852.0 | 7.1 | |
| MSFT | 1,918,222.4 | 6.9 | |
| AMZN | 1,092,997.8 | 5.7 | |
| FSK | 5,490.0 | 3.1 | |
| SWKS | 15,484.3 | 2.6 | |
| COST | 207,576.9 | 2.5 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 575 | 147.0 |
| (b) Individuals (high net worth individuals) | 93 | 226.8 |
| (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 | 2 | 4.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (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 | 14 | 23.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,656 | 401.7 |
| By Discretionary | ||
| Discretionary | 1,639 | 395.1 |
| Non-Discretionary | 17 | 6.6 |
| Total | 1,656 | 401.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 401.7 | |
| Total | 1,656 | 401.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002011802] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Fiduciary Advisors LLC
✚
|
UT | 0.4 |
|
Strengthening Families & Communities LLC
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|
MA | 0.4 |
|
Lifeinvest Wealth Management Ltd
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FL | 0.4 |
|
Second Line Capital LLC
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LA | 0.4 |
|
Yarger Wealth Strategies LLC
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OH | 0.4 |
|
Auctus Advisors LLC
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|
NC | 0.4 |
|
Kolinsky Wealth Management LLC
✚
|
NJ | 0.4 |
|
Shorehaven Wealth Partners LLC
✚
|
NJ | 0.4 |
|
Meridian Financial Partners LLC
✚
|
VA | 0.4 |
|
Symmetry Capital Advisors LLC
✚
|
TX | 0.4 |