Avier Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bellevue, WA. Its latest Form ADV filing, dated March 24, 2026, reports $1.2B in regulatory assets under management, 20 employees, 1 office, and 2,608 accounts.
Assets Under Management
$1.2B
Employees
20
Offices
1 office
Total Clients
583
Primary office
BELLEVUE, WA
10655 NE 4TH STREET, SUITE 500, BELLEVUE, WA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 51.8% of total clients.
Top client categories% of clientsClients
1
Individuals
51.8%
302
2
HNWI
48.2%
281
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of March 24, 2026
Discretionary79.9%
$948M
80% of total RAUM79.9%
Non-discretionary20.1%
$239M
20% of total RAUM20.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.2B
Total Accounts2,608
10Y AUM Change+$878M (+284.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee29:1
10Y Employee Change+10 (+100.0%)
* 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.