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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 2, 2025
- Branch Offices
- 7
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AARNESS, JOYCE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| AARNESS, JOYCE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| AARNESS, JOYCE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PROVOST, JOYCE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PROVOST, JOYCE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PROVOST, JOYCE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PROVOST, JOYCE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PROVOST, JOYCE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PROVOST, JOYCE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PROVOST, JOYCE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PROVOST, JOYCE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PROVOST, JOYCE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PROVOST, JOYCE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PROVOST, JOYCE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PROVOST, JOYCE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PROVOST, JOYCE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PROVOST, JOYCE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PROVOST, JOYCE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PROVOST, JOYCE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PROVOST, JOYCE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PROVOST, JOYCE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PROVOST, JOYCE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PROVOST, JOYCE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PROVOST, JOYCE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PROVOST, JOYCE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PROVOST, JOYCE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PROVOST, JOYCE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PROVOST, JOYCE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PROVOST, JOYCE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PROVOST, JOYCE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PROVOST, JOYCE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PROVOST, JOYCE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PROVOST, JOYCE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| PERRY, JOSEPH, ALAN | I | PRESIDENT | E | Control |
| PERRY, JOSEPH, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| PERRY, JOSEPH, ALAN | I | PRESIDENT | E | Control |
| PERRY, JOSEPH, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| PERRY, JOSEPH, ALAN | I | PRESIDENT | E | Control |
| PERRY, JOSEPH, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| PERRY, JOSEPH, ALAN | I | PRESIDENT | E | Control |
| PERRY, JOSEPH, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| PERRY, JOSEPH, ALAN | I | PRESIDENT | E | Control |
| PERRY, JOSEPH, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| PERRY, JOSEPH, ALAN | I | PRESIDENT | E | Control |
| PERRY, JOSEPH, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| PERRY, JOSEPH, ALAN | I | PRESIDENT | E | Control |
| PERRY, JOSEPH, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| PERRY, JOSEPH, ALAN | I | PRESIDENT | E | Control |
| PERRY, JOSEPH, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| PERRY, JOSEPH, ALAN | I | PRESIDENT | E | Control |
| PERRY, JOSEPH, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| PERRY, JOSEPH, ALAN | I | PRESIDENT | E | Control |
| PERRY, JOSEPH, ALAN | I | PRESIDENT | E | Control |
| PERRY, JOSEPH, ALAN | I | PRESIDENT | E | Control |
| PERRY, JOSEPH, ALAN | I | PRESIDENT | E | Control |
| PERRY, JOSEPH, ALAN | I | PRESIDENT | E | Control |
| PERRY, JOSEPH, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| PERRY, JOSEPH, ALAN | I | PRESIDENT | E | Control |
| PERRY, JOSEPH, ALAN | I | PRESIDENT | E | Control |
| PERRY, JOSEPH, ALAN | I | PRESIDENT | E | Control |
| PERRY, JOSEPH, ALAN | I | PRESIDENT | E | Control |
| PERRY, JOSEPH, ALAN | I | PRESIDENT | E | Control |
| PERRY, JOSEPH, ALAN | I | PRESIDENT | E | Control |
| PERRY, JOSEPH, ALAN | I | PRESIDENT | E | Control |
| PERRY, JOSEPH, ALAN | I | PRESIDENT | E | Control |
| PERRY, JOSEPH, ALAN | I | PRESIDENT | E | Control |
| PERRY, JOSEPH, ALAN | I | PRESIDENT | E | Control |
| PERRY, JOSEPH, ALAN | I | PRESIDENT | E | Control |
| PERRY, JOSEPH, ALAN | I | PRESIDENT | E | Control |
| PERRY, JOSEPH, ALAN | I | PRESIDENT | E | Control |
| PERRY, JOSEPH, ALAN | I | PRESIDENT | E | Control |
| PERRY, JOSEPH, ALAN | I | PRESIDENT | E | Control |
| PERRY, JOSEPH, ALAN | I | PRESIDENT | E | Control |
| PERRY, JOSEPH, ALAN | I | PRESIDENT | E | Control |
| PERRY, JOSEPH, ALAN | I | PRESIDENT | E | Control |
| PERRY, JOSEPH, ALAN | I | PRESIDENT | E | Control |
| PERRY, JOSEPH, ALAN | I | PRESIDENT | E | Control |
| PERRY, JOSEPH, ALAN | I | PRESIDENT | E | Control |
| PERRY, JOSEPH, ALAN | I | PRESIDENT | E | Control |
| PERRY, JOSEPH, ALAN | I | PRESIDENT | E | Control |
| PERRY, JOSEPH, ALAN | I | PRESIDENT | E | Control |
| PERRY, JOSEPH, ALAN | I | PRESIDENT | E | Control |
| PERRY, JOSEPH, ALAN | I | PRESIDENT | E | Control |
| PERRY, JOSEPH, ALAN | I | PRESIDENT | E | Control |
| PERRY, JOSEPH, ALAN | I | PRESIDENT | E | Control |
| PERRY, JOSEPH, ALAN | I | PRESIDENT | E | Control |
| SILL, MARCIA, JOSLYN | I | SOLE DIRECTOR & PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SILL, MARCIA, JOSLYN | I | SOLE DIRECTOR & PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SILL, MARCIA, JOSLYN | I | SOLE DIRECTOR & PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SILL, MARCIA, JOSLYN | I | SOLE DIRECTOR & PRESIDENT | E | Control |
| SILL, MARCIA, JOSLYN | I | SOLE DIRECTOR & PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SILL, MARCIA, JOSLYN | I | SOLE DIRECTOR & PRESIDENT | E | Control |
| MURPHY, PHILIP, LAURENCE | I | VICE PRESIDENT | B | |
| VERRILL, WILLIAM, BASIL | I | VICE PRESIDENT | A | Control |
| VERRILL, WILLIAM, BASIL | I | VICE PRESIDENT | A | Control |
Registrations
Federal
IA
Sep 2, 2025 REGISTERED
Notice Filings (25)
AK AZ CA CT DC DE FL GA IL MA MD ME MI NC NH NJ NY OH OR PA RI SC TX VA WA
Address
11900 NE 1ST STSUITE 300
BELLEVUE, WA 98005
United States
Phone: 877-633-1210