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| Aviso Wealth Management
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|---|---|
| CRD # | 108146 |
| SEC # | 801-56358 |
| CIK # | 0002011802 |
| AUM | 621.3 M (2026-03-24) |
| Employees | 9 (100% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 877-633-1210 |
| Address | 11900 NE 1st St Bellevue, WA 98005 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002011802 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 18.4 | ||
| Nvidia Corp | 11.9 | ||
| Alphabet Inc | 11.7 | ||
| Netflix Inc | 8.8 | ||
| Facebook Inc | 8.0 | ||
| Microsoft Corp | 7.1 | ||
| Amazon Com Inc | 7.1 | ||
| Costco Wholesale Corp /NEW | 5.1 | ||
| Lilly Eli & Co | 4.7 | ||
| Goldman Sachs Group Inc | 4.6 | ||
| Chevron Corp | 4.4 | ||
| AbbVie Inc | 4.2 | ||
| General Electric Co | 4.1 | ||
| Johnson & Johnson | 4.0 | ||
| Tesla Motors Inc | 4.0 | ||
| Broadcom Inc | 3.7 | ||
| Mastercard Inc | 3.2 | ||
| Uber Technologies Inc | 3.2 | ||
| Micron Technology Inc | 3.0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 2.9 | ||
| Boeing Co | 2.7 | ||
| Seagate Technology PLC | 2.7 | ||
| Bank of America Corp /DE/ | 2.3 | ||
| Schwab Charles Corp | 2.2 | ||
| Wells Fargo & Co/MN | 2.1 | ||
| J P Morgan Chase & Co | 2.0 | ||
| Intuitive Surgical Inc | 1.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 755 | 203.4 |
| (b) Individuals (high net worth individuals) | 158 | 381.4 |
| (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 | 5.8 |
| (h) Charitable organizations | 2 | 3.4 |
| (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 | 12 | 27.3 |
| (n) Other | 0 | 0.0 |
| Total | 2,195 | 621.3 |
| By Discretionary | ||
| Discretionary | 1,986 | 570.4 |
| Non-Discretionary | 209 | 50.9 |
| Total | 2,195 | 621.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 621.3 | |
| Total | 2,195 | 621.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002011802] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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✚
|
GA | 623.7 M |
|
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|
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|
FL | 619.2 M |
|
Tri-Ad Capital Management I LLC
✚
|
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|
Alexander Labrunerie & Co Inc
✚
|
MO | 618.9 M |