Avier Wealth Advisors

Firm record

As recorded in SEC IAPD

Firm CRD

161077

SEC number

801-73301

Firm type

RIA

Assets under management

$1.2B as of Mar 24, 2026

Website

www.linkedin.com/COMPANY/AVIERWEALTHADVISORS ↗

Phone

425-467-1011

Address

10655 Ne 4th Street, Bellevue, WA, 98004

Advisors at this firm

16 in our index · page 1 of 1

• Kaitlynn Ann Marie BurnettCRD 8260677 · Austin, TX
  IA Registered
• Alexander James CastanedaCRD 7117786 · Bellevue, WA
  IA Registered
• Raphael Luis Capili De OcampoCRD 7101335 · Bellevue, WA
  IA Registered
• Marisol B FungCRD 2663088 · Chandler, AZ
  IA Registered
• Courtney Sloane GehrmannCRD 7688632 · Bellevue, WA
  IA Registered
• Saloni GuptaCRD 7188772 · Bellevue, WA
  IA Registered
• Alexander Ostergard KriderCRD 5627189 · West Linn, OR
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• John Preston OssewardCRD 6319061 · Bellevue, WA
  IA Registered
• Lars Lee PhillipsCRD 6015679 · Bellevue, WA
  IA Registered
• Tiffany Chiang StonerCRD 5376962 · Bellevue, WA
  IA RegisteredRegistration inactive
• Aaren N StrandCRD 5851594 · North Bend, WA
  IA Registered
• Samantha Viviane TorresCRD 6341928 · Bellevue, WA
  IA RegisteredRegistration inactive
• Katelynn Anne TothCRD 7546017 · Eagle River, AK
  IA Registered
• David Keith WeltyCRD 2685163 · Bellevue, WA
  IA Registered
  Disclosure event(s) on record
• Madison WilliamsCRD 7044565 · Bellevue, WA
  IA RegisteredRegistration inactive
• Nicholas Leo WrightCRD 6568227 · Bellevue, WA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.