AVAII WEALTH MANAGEMENT, LLC
CRD #298165 SEC #801-113937 APPLETON, WI (920) 214-1212
SEC Registered
Total AUM
$442.6M
Discretionary
$427.5M
Employees
17
Clients
51
Accounts
2,402
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $442.6M | $427.5M | $15.1M | 17 | 0 |
| Dec 2025 | $442.6M | $427.5M | $15.1M | 17 | 0 |
| Nov 2025 | $442.6M | $427.5M | $15.1M | 17 | 0 |
| Aug 2025 | $442.6M | $427.5M | $15.1M | 17 | 0 |
| Jul 2025 | $442.6M | $427.5M | $15.1M | 14 | 0 |
| Apr 2025 | $442.6M | $427.5M | $15.1M | 14 | 0 |
| Feb 2025 | $442.6M | $427.5M | $15.1M | 14 | 0 |
| Jan 2025 | $442.6M | $427.5M | $15.1M | 14 | 0 |
| Dec 2024 | $409.6M | $399.3M | $10.3M | 15 | 0 |
| Nov 2024 | $409.6M | $399.3M | $10.3M | 15 | 0 |
| Sep 2024 | $409.6M | $399.3M | $10.3M | 15 | 0 |
| Jul 2024 | $409.6M | $399.3M | $10.3M | 16 | 0 |
| Feb 2024 | $409.6M | $399.3M | $10.3M | 16 | 0 |
| Feb 2024 | $409.6M | $399.3M | $10.3M | 16 | 0 |
| Dec 2023 | $303.7M | $295.9M | $7.8M | 16 | 0 |
| Sep 2023 | $303.7M | $295.9M | $7.8M | 15 | 0 |
| Sep 2023 | $303.7M | $295.9M | $7.8M | 15 | 0 |
| Sep 2023 | $303.7M | $295.9M | $7.8M | 15 | 0 |
| Apr 2023 | $303.7M | $295.9M | $7.8M | 13 | 0 |
| Apr 2023 | $303.7M | $295.9M | $7.8M | 12 | 0 |
| Feb 2023 | $303.7M | $295.9M | $7.8M | 12 | 0 |
| Feb 2023 | $303.7M | $295.9M | $7.8M | 12 | 0 |
| Oct 2022 | $315.2M | $313.7M | $1.5M | 14 | 0 |
| Aug 2022 | $315.2M | $313.7M | $1.5M | 14 | 0 |
| Apr 2022 | $315.2M | $313.7M | $1.5M | 14 | 0 |
| Mar 2022 | $315.2M | $313.7M | $1.5M | 14 | 0 |
| Oct 2021 | $226.2M | $225.6M | $617K | 9 | 0 |
| Sep 2021 | $226.2M | $225.6M | $617K | 9 | 0 |
| May 2021 | $226.2M | $225.6M | $617K | 9 | 0 |
| Mar 2021 | $226.2M | $225.6M | $617K | 9 | 0 |
| Feb 2021 | $226.2M | $225.6M | $617K | 9 | 0 |
| Aug 2020 | $173M | $173M | $0 | 9 | 0 |
| Jun 2020 | $173M | $173M | $0 | 9 | 0 |
| Mar 2020 | $173M | $173M | $0 | 9 | 0 |
| Oct 2019 | $114.8M | $114.8M | $0 | 10 | 0 |
| May 2019 | $114.8M | $114.8M | $0 | 10 | 0 |
| Mar 2019 | $114.8M | $114.8M | $0 | 10 | 0 |
| Jan 2019 | $114.8M | $114.8M | $0 | 7 | 0 |
| Sep 2018 | $0 | $0 | $0 | 7 | 0 |
| Sep 2018 | $0 | $0 | $0 | 7 | 0 |
| Aug 2018 | $0 | $0 | $0 | 7 | 0 |
| Aug 2018 | $0 | $0 | $0 | 7 | 0 |
DateDec 2025
Total AUM$442.6M
Discretionary$427.5M
Non-Disc.$15.1M
Employees17
Clients0
DateDec 2025
Total AUM$442.6M
Discretionary$427.5M
Non-Disc.$15.1M
Employees17
Clients0
DateNov 2025
Total AUM$442.6M
Discretionary$427.5M
Non-Disc.$15.1M
Employees17
Clients0
DateAug 2025
Total AUM$442.6M
Discretionary$427.5M
Non-Disc.$15.1M
Employees17
Clients0
DateJul 2025
Total AUM$442.6M
Discretionary$427.5M
Non-Disc.$15.1M
Employees14
Clients0
DateApr 2025
Total AUM$442.6M
Discretionary$427.5M
Non-Disc.$15.1M
Employees14
Clients0
DateFeb 2025
Total AUM$442.6M
Discretionary$427.5M
Non-Disc.$15.1M
Employees14
Clients0
DateJan 2025
Total AUM$442.6M
Discretionary$427.5M
Non-Disc.$15.1M
Employees14
Clients0
DateDec 2024
Total AUM$409.6M
Discretionary$399.3M
Non-Disc.$10.3M
Employees15
Clients0
DateNov 2024
Total AUM$409.6M
Discretionary$399.3M
Non-Disc.$10.3M
Employees15
Clients0
DateSep 2024
Total AUM$409.6M
Discretionary$399.3M
Non-Disc.$10.3M
Employees15
Clients0
DateJul 2024
Total AUM$409.6M
Discretionary$399.3M
Non-Disc.$10.3M
Employees16
Clients0
DateFeb 2024
Total AUM$409.6M
Discretionary$399.3M
Non-Disc.$10.3M
Employees16
Clients0
DateFeb 2024
Total AUM$409.6M
Discretionary$399.3M
Non-Disc.$10.3M
Employees16
Clients0
DateDec 2023
Total AUM$303.7M
Discretionary$295.9M
Non-Disc.$7.8M
Employees16
Clients0
DateSep 2023
Total AUM$303.7M
Discretionary$295.9M
Non-Disc.$7.8M
Employees15
Clients0
DateSep 2023
Total AUM$303.7M
Discretionary$295.9M
Non-Disc.$7.8M
Employees15
Clients0
DateSep 2023
Total AUM$303.7M
Discretionary$295.9M
Non-Disc.$7.8M
Employees15
Clients0
DateApr 2023
Total AUM$303.7M
Discretionary$295.9M
Non-Disc.$7.8M
Employees13
Clients0
DateApr 2023
Total AUM$303.7M
Discretionary$295.9M
Non-Disc.$7.8M
Employees12
Clients0
DateFeb 2023
Total AUM$303.7M
Discretionary$295.9M
Non-Disc.$7.8M
Employees12
Clients0
DateFeb 2023
Total AUM$303.7M
Discretionary$295.9M
Non-Disc.$7.8M
Employees12
Clients0
DateOct 2022
Total AUM$315.2M
Discretionary$313.7M
Non-Disc.$1.5M
Employees14
Clients0
DateAug 2022
Total AUM$315.2M
Discretionary$313.7M
Non-Disc.$1.5M
Employees14
Clients0
DateApr 2022
Total AUM$315.2M
Discretionary$313.7M
Non-Disc.$1.5M
Employees14
Clients0
DateMar 2022
Total AUM$315.2M
Discretionary$313.7M
Non-Disc.$1.5M
Employees14
Clients0
DateOct 2021
Total AUM$226.2M
Discretionary$225.6M
Non-Disc.$617K
Employees9
Clients0
DateSep 2021
Total AUM$226.2M
Discretionary$225.6M
Non-Disc.$617K
Employees9
Clients0
DateMay 2021
Total AUM$226.2M
Discretionary$225.6M
Non-Disc.$617K
Employees9
Clients0
DateMar 2021
Total AUM$226.2M
Discretionary$225.6M
Non-Disc.$617K
Employees9
Clients0
DateFeb 2021
Total AUM$226.2M
Discretionary$225.6M
Non-Disc.$617K
Employees9
Clients0
DateAug 2020
Total AUM$173M
Discretionary$173M
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$173M
Discretionary$173M
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$173M
Discretionary$173M
Non-Disc.$0
Employees9
Clients0
DateOct 2019
Total AUM$114.8M
Discretionary$114.8M
Non-Disc.$0
Employees10
Clients0
DateMay 2019
Total AUM$114.8M
Discretionary$114.8M
Non-Disc.$0
Employees10
Clients0
DateMar 2019
Total AUM$114.8M
Discretionary$114.8M
Non-Disc.$0
Employees10
Clients0
DateJan 2019
Total AUM$114.8M
Discretionary$114.8M
Non-Disc.$0
Employees7
Clients0
DateSep 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateSep 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0