Avise Financial

CRD 328790 · Los Angeles, CA · $169.4M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 328790
SEC number: 801-131992
Firm type: RIA
Assets under management: $169.4M as of Jun 22, 2026
Website: www.equalisfinancial.com ↗
Phone: 310-807-5778
Address: 7080 Hollywood Blvd., Los Angeles, CA, 90028

Advisors at this firm

6 in our index · page 1 of 1

Uziel GomezCRD 7774739 · Canoga Park, CA

IA Registered
Leighann Rose MikoCRD 6093393 · Portland, OR

IA Registered
Theresa Marie PablosCRD 7805757 · Santa Monica, CA

IA Registered
Katrina Strelow SoelterCRD 6243614 · Los Angeles, CA

IA RegisteredRegistration inactive
David TassoneCRD 6897162 · Los Angeles, CA

IA Registered
Claire ThorntonCRD 6504702 · Scottsdale, AZ

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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

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