Aviso Wealth Management

CRD 108146 · Bellevue, WA · $621.3M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 108146
SEC number: 801-56358
Firm type: RIA
Assets under management: $621.3M as of Mar 24, 2026
Website: www.avisowealthmanagement.com ↗
Phone: 877-633-1210
Address: 11900 Ne 1st St, Bellevue, WA, 98005

Advisors at this firm

9 in our index · page 1 of 1

Bryant William BoswellCRD 7582247 · Washington, DC

IA RegisteredBroker
Diana KonCRD 6053108 · Bellevue, WA

IA RegisteredBroker
Craig Russell LawlerCRD 1040869 · Selinsgrove, PA

IA RegisteredBroker

Disclosure event(s) on record
Timothy Stuart MickeyCRD 1028056 · Doylestown, PA

IA RegisteredBroker

Disclosure event(s) on record
John Antonio PalmieriCRD 2922935 · Warren, PA

IA RegisteredBroker
Joseph Alan PerryCRD 2683158 · Seattle, WA

IA RegisteredBroker
Joyce Anne ProvostCRD 4839049 · Seattle, WA

IA RegisteredBroker
William Basil VerrillCRD 4663870 · Seattle, WA

IA RegisteredBroker
Kayla Jo WelkerCRD 7360153 · Selinsgrove, PA

IA RegisteredBroker

Source & corrections

Where this page comes from

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