Avendus Wealth Management Private Limited is an SEC registered investment adviser. Its latest Form ADV filing, dated February 9, 2026, reports $2.0B in regulatory assets under management, 174 employees, 9 offices, and 461 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.6% of total clients.
Top client categories% of clientsClients
1
Individuals
66.6%
307
2
Corporations
27.3%
126
3
HNWI
6.1%
28
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.0Bas of February 9, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$2.0B
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.0B
Total Accounts461
10Y AUM Change+$1.6B (+348.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees174
Clients per Employee3:1
10Y Employee Change+113 (+185.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.