Avaii Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Appleton, WI. Its latest Form ADV filing, dated March 9, 2026, reports $603M in regulatory assets under management, 18 employees, and 2,927 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 80.6% of total clients.
Top client categories% of clientsClients
1
Individuals
80.6%
802
2
HNWI
18.5%
184
3
Pension Plans
0.9%
9
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$603Mas of March 9, 2026
Discretionary98.5%
$594M
99% of total RAUM98.5%
Non-discretionary1.5%
$9M
1% of total RAUM1.5%
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$603M
Total Accounts2,927
10Y AUM Change+$603M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee55:1
10Y Employee Change+11 (+157.1%)
* 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.