AVISO WEALTH MANAGEMENT
CRD #108146 SEC #801-56358 BELLEVUE, WA 877-633-1210
SEC Registered
Total AUM
$494.9M
Discretionary
$465.7M
Employees
9
Clients
26
Accounts
1,904
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $494.9M | $465.7M | $29.3M | 9 | 0 |
| Mar 2025 | $494.9M | $465.7M | $29.3M | 9 | 0 |
| Oct 2024 | $401.7M | $395.1M | $6.6M | 9 | 0 |
| May 2024 | $401.7M | $395.1M | $6.6M | 9 | 0 |
| Mar 2024 | $401.7M | $395.1M | $6.6M | 9 | 0 |
| Nov 2023 | $223.4M | $215.5M | $7.9M | 9 | 0 |
| Nov 2023 | $223.4M | $215.5M | $7.9M | 9 | 0 |
| Oct 2023 | $223.4M | $215.5M | $7.9M | 8 | 0 |
| Aug 2023 | $223.4M | $215.5M | $7.9M | 6 | 0 |
| Mar 2023 | $223.4M | $215.5M | $7.9M | 6 | 0 |
| Mar 2022 | $242.5M | $238.9M | $3.6M | 5 | 0 |
| Oct 2021 | $169.7M | $166.4M | $3.3M | 4 | 0 |
| May 2021 | $169.7M | $166.4M | $3.3M | 4 | 0 |
| Feb 2021 | $169.7M | $166.4M | $3.3M | 4 | 0 |
| Jun 2020 | $143.2M | $143M | $145.5K | 4 | 0 |
| May 2020 | $143.2M | $143M | $145.5K | 4 | 0 |
| Mar 2019 | $107.4M | $107.3M | $148.6K | 4 | 0 |
| Nov 2018 | $93.7M | $93.7M | $4.7K | 4 | 0 |
| Aug 2018 | $93.7M | $93.7M | $4.7K | 4 | 0 |
| Jun 2018 | $75.3M | $74.4M | $871.5K | 4 | 0 |
| Mar 2018 | $75.3M | $74.4M | $871.5K | 4 | 0 |
| Sep 2017 | $66M | $65.2M | $798.3K | 4 | 200 |
| Mar 2017 | $52.6M | $52M | $603.3K | 6 | 200 |
| Jan 2017 | $53.4M | $53.4M | $0 | 6 | 183 |
| Jan 2017 | $53.4M | $53.4M | $0 | 6 | 183 |
| Mar 2016 | $53.4M | $53.4M | $0 | 4 | 183 |
| Nov 2015 | $51.5M | $51.5M | $0 | 4 | 152 |
| Mar 2015 | $51.5M | $51.5M | $0 | 4 | 152 |
| Mar 2014 | $50.6M | $50.6M | $0 | 4 | 137 |
| Jun 2013 | $45.1M | $45.1M | $0 | 3 | 124 |
| Jun 2013 | $45.1M | $45.1M | $0 | 3 | 124 |
| May 2013 | $45.1M | $45.1M | $0 | 3 | 124 |
| Mar 2012 | $62.6M | $43.7M | $18.9M | 6 | 300 |
| Aug 2011 | $66.6M | $47M | $19.6M | 10 | -- |
| May 2011 | $66.6M | $47M | $19.6M | 10 | -- |
| Apr 2011 | $66.6M | $47M | $19.6M | 10 | -- |
| Mar 2011 | $90M | $75M | $15M | 5 | -- |
| Sep 2010 | $90M | $75M | $15M | 5 | -- |
| Aug 2010 | $90M | $75M | $15M | 5 | -- |
| Apr 2010 | $90M | $75M | $15M | 5 | -- |
| Mar 2009 | $75M | $40M | $35M | 5 | -- |
| Mar 2008 | $90M | $30M | $60M | 5 | -- |
| Mar 2007 | $54.1M | $54.1M | $0 | 5 | -- |
| Nov 2006 | $63.6M | $63.6M | $0 | 5 | -- |
| Mar 2006 | $54.7M | $54.7M | $0 | 5 | -- |
| Sep 2005 | $46M | $46M | $0 | 5 | -- |
| Mar 2004 | $40.6M | $40.6M | $0 | 5 | -- |
| Mar 2002 | $38.8M | $38.8M | $0 | 5 | -- |
DateSep 2025
Total AUM$494.9M
Discretionary$465.7M
Non-Disc.$29.3M
Employees9
Clients0
DateMar 2025
Total AUM$494.9M
Discretionary$465.7M
Non-Disc.$29.3M
Employees9
Clients0
DateOct 2024
Total AUM$401.7M
Discretionary$395.1M
Non-Disc.$6.6M
Employees9
Clients0
DateMay 2024
Total AUM$401.7M
Discretionary$395.1M
Non-Disc.$6.6M
Employees9
Clients0
DateMar 2024
Total AUM$401.7M
Discretionary$395.1M
Non-Disc.$6.6M
Employees9
Clients0
DateNov 2023
Total AUM$223.4M
Discretionary$215.5M
Non-Disc.$7.9M
Employees9
Clients0
DateNov 2023
Total AUM$223.4M
Discretionary$215.5M
Non-Disc.$7.9M
Employees9
Clients0
DateOct 2023
Total AUM$223.4M
Discretionary$215.5M
Non-Disc.$7.9M
Employees8
Clients0
DateAug 2023
Total AUM$223.4M
Discretionary$215.5M
Non-Disc.$7.9M
Employees6
Clients0
DateMar 2023
Total AUM$223.4M
Discretionary$215.5M
Non-Disc.$7.9M
Employees6
Clients0
DateMar 2022
Total AUM$242.5M
Discretionary$238.9M
Non-Disc.$3.6M
Employees5
Clients0
DateOct 2021
Total AUM$169.7M
Discretionary$166.4M
Non-Disc.$3.3M
Employees4
Clients0
DateMay 2021
Total AUM$169.7M
Discretionary$166.4M
Non-Disc.$3.3M
Employees4
Clients0
DateFeb 2021
Total AUM$169.7M
Discretionary$166.4M
Non-Disc.$3.3M
Employees4
Clients0
DateJun 2020
Total AUM$143.2M
Discretionary$143M
Non-Disc.$145.5K
Employees4
Clients0
DateMay 2020
Total AUM$143.2M
Discretionary$143M
Non-Disc.$145.5K
Employees4
Clients0
DateMar 2019
Total AUM$107.4M
Discretionary$107.3M
Non-Disc.$148.6K
Employees4
Clients0
DateNov 2018
Total AUM$93.7M
Discretionary$93.7M
Non-Disc.$4.7K
Employees4
Clients0
DateAug 2018
Total AUM$93.7M
Discretionary$93.7M
Non-Disc.$4.7K
Employees4
Clients0
DateJun 2018
Total AUM$75.3M
Discretionary$74.4M
Non-Disc.$871.5K
Employees4
Clients0
DateMar 2018
Total AUM$75.3M
Discretionary$74.4M
Non-Disc.$871.5K
Employees4
Clients0
DateSep 2017
Total AUM$66M
Discretionary$65.2M
Non-Disc.$798.3K
Employees4
Clients200
DateMar 2017
Total AUM$52.6M
Discretionary$52M
Non-Disc.$603.3K
Employees6
Clients200
DateJan 2017
Total AUM$53.4M
Discretionary$53.4M
Non-Disc.$0
Employees6
Clients183
DateJan 2017
Total AUM$53.4M
Discretionary$53.4M
Non-Disc.$0
Employees6
Clients183
DateMar 2016
Total AUM$53.4M
Discretionary$53.4M
Non-Disc.$0
Employees4
Clients183
DateNov 2015
Total AUM$51.5M
Discretionary$51.5M
Non-Disc.$0
Employees4
Clients152
DateMar 2015
Total AUM$51.5M
Discretionary$51.5M
Non-Disc.$0
Employees4
Clients152
DateMar 2014
Total AUM$50.6M
Discretionary$50.6M
Non-Disc.$0
Employees4
Clients137
DateJun 2013
Total AUM$45.1M
Discretionary$45.1M
Non-Disc.$0
Employees3
Clients124
DateJun 2013
Total AUM$45.1M
Discretionary$45.1M
Non-Disc.$0
Employees3
Clients124
DateMay 2013
Total AUM$45.1M
Discretionary$45.1M
Non-Disc.$0
Employees3
Clients124
DateMar 2012
Total AUM$62.6M
Discretionary$43.7M
Non-Disc.$18.9M
Employees6
Clients300
DateAug 2011
Total AUM$66.6M
Discretionary$47M
Non-Disc.$19.6M
Employees10
Clients--
DateMay 2011
Total AUM$66.6M
Discretionary$47M
Non-Disc.$19.6M
Employees10
Clients--
DateApr 2011
Total AUM$66.6M
Discretionary$47M
Non-Disc.$19.6M
Employees10
Clients--
DateMar 2011
Total AUM$90M
Discretionary$75M
Non-Disc.$15M
Employees5
Clients--
DateSep 2010
Total AUM$90M
Discretionary$75M
Non-Disc.$15M
Employees5
Clients--
DateAug 2010
Total AUM$90M
Discretionary$75M
Non-Disc.$15M
Employees5
Clients--
DateApr 2010
Total AUM$90M
Discretionary$75M
Non-Disc.$15M
Employees5
Clients--
DateMar 2009
Total AUM$75M
Discretionary$40M
Non-Disc.$35M
Employees5
Clients--
DateMar 2008
Total AUM$90M
Discretionary$30M
Non-Disc.$60M
Employees5
Clients--
DateMar 2007
Total AUM$54.1M
Discretionary$54.1M
Non-Disc.$0
Employees5
Clients--
DateNov 2006
Total AUM$63.6M
Discretionary$63.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$54.7M
Discretionary$54.7M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$46M
Discretionary$46M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$40.6M
Discretionary$40.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$38.8M
Discretionary$38.8M
Non-Disc.$0
Employees5
Clients--