AVERY WEALTH, INC.
CRD #147943 SEC #801-120078 JACKSON, MI 517-783-1695
SEC Registered
Total AUM
$201.7M
Discretionary
$201.7M
Employees
5
Clients
251
Accounts
1,040
Firm Details
- Organization Type
- Corporation
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 1, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| REESE, DANIEL, AVERY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| REESE, DANIEL, AVERY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| REESE, DANIEL, AVERY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| REESE, DANIEL, AVERY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| REESE, DANIEL, AVERY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| REESE, DANIEL, AVERY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| REESE, DANIEL, AVERY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 1, 2024 REGISTERED
Notice Filings (4)
FL MI NH TX
Address
2727 SPRING ARBOR ROADJACKSON, MI 49203
United States
Phone: 517-783-1695