Avaii Wealth Management, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

298165

SEC number

801-113937

Firm type

RIA

Assets under management

$602.8M as of Mar 9, 2026

Website

www.linkedin.com/company/avaii-wealth-management ↗

Phone

(920) 214-1212

Address

2101 N Casaloma Dr, Appleton, WI, 54913

Advisors at this firm

9 in our index · page 1 of 1

• Joel Thomas BlattnerCRD 5440787 · Appleton, WI
  IA RegisteredRegistration inactive
• Christian James DouleCRD 5469878 · Appleton, WI
  IA RegisteredRegistration inactive
• William D FeniliCRD 2009408 · Appleton, WI
  IA RegisteredRegistration inactive
• David Robert JensenCRD 5391883 · Appleton, WI
  IA RegisteredRegistration inactive
• Claus Peter KerntkeCRD 1547070 · Appleton, WI
  IA RegisteredRegistration inactive
• Mark Anthony NelessenCRD 7483952 · Appleton, WI
  IA Registered
• Kole PurtellCRD 7536871 · Appleton, WI
  IA RegisteredRegistration inactive
• Charity Lynn SchiltzCRD 5228420 · Appleton, WI
  IA RegisteredRegistration inactive
• Mark David TruettnerCRD 5851829 · Appleton, WI
  IA RegisteredRegistration inactive

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.