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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 5, 2025
- 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 |
|---|---|---|---|---|
| BLATTNER, JOEL, THOMAS | I | MEMBER / DIRECTOR OF INVESTMENTS | NA | Control |
| BLATTNER, JOEL, THOMAS | I | MEMBER / DIRECTOR OF INVESTMENTS | NA | Control |
| BLATTNER, JOEL, THOMAS | I | MEMBER / DIRECTOR OF INVESTMENTS | NA | Control |
| BLATTNER, JOEL, THOMAS | I | MEMBER / DIRECTOR OF INVESTMENTS | NA | Control |
| BLATTNER, JOEL, THOMAS | I | MEMBER / DIRECTOR OF INVESTMENTS | NA | Control |
| BLATTNER, JOEL, THOMAS | I | MEMBER / DIRECTOR OF INVESTMENTS | NA | Control |
| BLATTNER, JOEL, THOMAS | I | MEMBER / DIRECTOR OF INVESTMENTS / CHIEF COMPLIANCE OFFICER | NA | Control |
| BLATTNER, JOEL, THOMAS | I | MEMBER / DIRECTOR OF INVESTMENTS / CHIEF COMPLIANCE OFFICER | NA | Control |
| BLATTNER, JOEL, THOMAS | I | MEMBER / DIRECTOR OF INVESTMENTS / CHIEF COMPLIANCE OFFICER | NA | Control |
| BLATTNER, JOEL, THOMAS | I | MEMBER / DIRECTOR OF INVESTMENTS / CHIEF COMPLIANCE OFFICER | NA | Control |
| BLATTNER, JOEL, THOMAS | I | MEMBER / DIRECTOR OF INVESTMENTS / CHIEF COMPLIANCE OFFICER | NA | Control |
| BLATTNER, JOEL, THOMAS | I | MEMBER / DIRECTOR OF INVESTMENTS / CHIEF COMPLIANCE OFFICER | NA | Control |
| BLATTNER, JOEL, THOMAS | I | MEMBER / DIRECTOR OF INVESTMENTS / CHIEF COMPLIANCE OFFICER | NA | Control |
| BLATTNER, JOEL, THOMAS | I | MEMBER / DIRECTOR OF INVESTMENTS / CHIEF COMPLIANCE OFFICER | NA | Control |
| BLATTNER, JOEL, THOMAS | I | MEMBER / DIRECTOR OF INVESTMENTS / CHIEF COMPLIANCE OFFICER | NA | Control |
| BLATTNER, JOEL, THOMAS | I | MEMBER / DIRECTOR OF INVESTMENTS / CHIEF COMPLIANCE OFFICER | NA | Control |
| BLATTNER, JOEL, THOMAS | I | MEMBER / DIRECTOR OF INVESTMENTS / CHIEF COMPLIANCE OFFICER | NA | Control |
| BLATTNER, JOEL, THOMAS | I | MEMBER / DIRECTOR OF INVESTMENTS / CHIEF COMPLIANCE OFFICER | NA | Control |
| SKURR, AARON, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SKURR, AARON, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SKURR, AARON, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SKURR, AARON, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SKURR, AARON, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SKURR, AARON, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SKURR, AARON, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SKURR, AARON, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SKURR, AARON, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SKURR, AARON, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SKURR, AARON, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SKURR, AARON, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SKURR, AARON, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SKURR, AARON, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SKURR, AARON, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SKURR, AARON, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SKURR, AARON, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOULE, CHRISTIAN, JAMES | I | MANAGING MEMBER / WEALTH MANAGEMENT ADVISOR | E | Control |
| DOULE, CHRISTIAN, JAMES | I | MANAGING MEMBER / WEALTH MANAGEMENT ADVISOR | E | Control |
| DOULE, CHRISTIAN, JAMES | I | MANAGING MEMBER / WEALTH MANAGEMENT ADVISOR | E | Control |
| DOULE, CHRISTIAN, JAMES | I | MANAGING MEMBER / WEALTH MANAGEMENT ADVISOR | E | Control |
| DOULE, CHRISTIAN, JAMES | I | MANAGING MEMBER / WEALTH MANAGEMENT ADVISOR | E | Control |
| DOULE, CHRISTIAN, JAMES | I | MANAGING MEMBER / WEALTH MANAGEMENT ADVISOR | E | Control |
| DOULE, CHRISTIAN, JAMES | I | MANAGING MEMBER / WEALTH MANAGEMENT ADVISOR | E | Control |
| DOULE, CHRISTIAN, JAMES | I | MANAGING MEMBER / WEALTH MANAGEMENT ADVISOR | E | Control |
| DOULE, CHRISTIAN, JAMES | I | MANAGING MEMBER / WEALTH MANAGEMENT ADVISOR | E | Control |
| DOULE, CHRISTIAN, JAMES | I | MANAGING MEMBER / WEALTH MANAGEMENT ADVISOR | E | Control |
| DOULE, CHRISTIAN, JAMES | I | MANAGING MEMBER / WEALTH MANAGEMENT ADVISOR | E | Control |
| DOULE, CHRISTIAN, JAMES | I | MANAGING MEMBER / WEALTH MANAGEMENT ADVISOR | E | Control |
| DOULE, CHRISTIAN, JAMES | I | MANAGING MEMBER / WEALTH MANAGEMENT ADVISOR | E | Control |
| DOULE, CHRISTIAN, JAMES | I | MANAGING MEMBER / WEALTH MANAGEMENT ADVISOR | E | Control |
| DOULE, CHRISTIAN, JAMES | I | MANAGING MEMBER / WEALTH MANAGEMENT ADVISOR | E | Control |
| DOULE, CHRISTIAN, JAMES | I | MANAGING MEMBER / WEALTH MANAGEMENT ADVISOR | E | Control |
| DOULE, CHRISTIAN, JAMES | I | MANAGING MEMBER / WEALTH MANAGEMENT ADVISOR | E | Control |
| DOULE, CHRISTIAN, JAMES | I | MANAGING MEMBER / WEALTH MANAGEMENT ADVISOR | E | Control |
| DOULE, CHRISTIAN, JAMES | I | MANAGING MEMBER / WEALTH MANAGEMENT ADVISOR | D | Control |
| DOULE, CHRISTIAN, JAMES | I | MANAGING MEMBER / WEALTH MANAGEMENT ADVISOR | D | Control |
| DOULE, CHRISTIAN, JAMES | I | MANAGING MEMBER / WEALTH MANAGEMENT ADVISOR | D | Control |
| DOULE, CHRISTIAN, JAMES | I | MANAGING MEMBER / WEALTH MANAGEMENT ADVISOR | D | Control |
| DOULE, CHRISTIAN, JAMES | I | MANAGING MEMBER / WEALTH MANAGEMENT ADVISOR | D | Control |
| DOULE, CHRISTIAN, JAMES | I | MANAGING MEMBER / WEALTH MANAGEMENT ADVISOR | D | Control |
| DOULE, CHRISTIAN, JAMES | I | MANAGING MEMBER / WEALTH MANAGEMENT ADVISOR | D | Control |
| DOULE, CHRISTIAN, JAMES | I | MANAGING MEMBER / WEALTH MANAGEMENT ADVISOR | D | Control |
| DOULE, CHRISTIAN, JAMES | I | MANAGING MEMBER / WEALTH MANAGEMENT ADVISOR | D | Control |
| DOULE, CHRISTIAN, JAMES | I | MANAGING MEMBER / WEALTH MANAGEMENT ADVISOR | D | Control |
| DOULE, CHRISTIAN, JAMES | I | MANAGING MEMBER / WEALTH MANAGEMENT ADVISOR | D | Control |
| DOULE, CHRISTIAN, JAMES | I | MANAGING MEMBER / WEALTH MANAGEMENT ADVISOR | D | Control |
| DOULE, CHRISTIAN, JAMES | I | MANAGING MEMBER / WEALTH MANAGEMENT ADVISOR | D | Control |
| DOULE, CHRISTIAN, JAMES | I | MANAGING MEMBER / WEALTH MANAGEMENT ADVISOR | D | Control |
| DOULE, CHRISTIAN, JAMES | I | MANAGING MEMBER / WEALTH MANAGEMENT ADVISOR | D | Control |
| DOULE, CHRISTIAN, JAMES | I | MANAGING MEMBER / WEALTH MANAGEMENT ADVISOR | D | Control |
| DOULE, CHRISTIAN, JAMES | I | MANAGING MEMBER / WEALTH MANAGEMENT ADVISOR | D | Control |
| DOULE, CHRISTIAN, JAMES | I | MANAGING MEMBER / WEALTH MANAGEMENT ADVISOR | D | Control |
| DOULE, CHRISTIAN, JAMES | I | MANAGING MEMBER / WEALTH MANAGEMENT ADVISOR | D | Control |
| DOULE, CHRISTIAN, JAMES | I | MANAGING MEMBER / WEALTH MANAGEMENT ADVISOR | D | Control |
| DOULE, CHRISTIAN, JAMES | I | MANAGING MEMBER / WEALTH MANAGEMENT ADVISOR | D | Control |
| DOULE, CHRISTIAN, JAMES | I | MANAGING MEMBER / WEALTH MANAGEMENT ADVISOR | D | Control |
| DOULE, CHRISTIAN, JAMES | I | MANAGING MEMBER / WEALTH MANAGEMENT ADVISOR | D | Control |
| DOULE, CHRISTIAN, JAMES | I | MANAGING MEMBER / WEALTH MANAGEMENT ADVISOR | D | Control |
| DOULE, CHRISTIAN, JAMES | I | MANAGING MEMBER / WEALTH MANAGEMENT ADVISOR | D | Control |
| DOULE, CHRISTIAN, JAMES | I | MANAGING MEMBER / WEALTH MANAGEMENT ADVISOR | D | Control |
| DOULE, CHRISTIAN, JAMES | I | MANAGING MEMBER / WEALTH MANAGEMENT ADVISOR | D | Control |
| DOULE, CHRISTIAN, JAMES | I | MANAGING MEMBER / WEALTH MANAGEMENT ADVISOR | D | Control |
| JENSEN, DAVID, ROBERT | I | MEMBER / WEALTH ADVISOR | B | |
| JENSEN, DAVID, ROBERT | I | MEMBER / WEALTH ADVISOR | B | |
| JENSEN, DAVID, ROBERT | I | MEMBER / WEALTH ADVISOR | B | |
| JENSEN, DAVID, ROBERT | I | MEMBER / WEALTH ADVISOR | B | |
| JENSEN, DAVID, ROBERT | I | MEMBER / WEALTH ADVISOR | B | |
| JENSEN, DAVID, ROBERT | I | MEMBER / WEALTH ADVISOR | B | |
| JENSEN, DAVID, ROBERT | I | MEMBER / WEALTH ADVISOR | B | |
| JENSEN, DAVID, ROBERT | I | MEMBER / WEALTH ADVISOR | B | |
| JENSEN, DAVID, ROBERT | I | MEMBER / WEALTH ADVISOR | B | |
| JENSEN, DAVID, ROBERT | I | MEMBER / WEALTH ADVISOR | B | |
| JENSEN, DAVID, ROBERT | I | MEMBER / WEALTH ADVISOR | B | |
| JENSEN, DAVID, ROBERT | I | MEMBER / WEALTH ADVISOR | B | |
| RAINER, JEFFREY, JAMES | I | MEMBER / WEALTH MANAGEMENT ADVISOR | B | Control |
| RAINER, JEFFREY, JAMES | I | MEMBER / WEALTH MANAGEMENT ADVISOR | B | Control |
| RAINER, JEFFREY, JAMES | I | MEMBER / WEALTH MANAGEMENT ADVISOR | B | Control |
| RAINER, JEFFREY, JAMES | I | MEMBER / WEALTH MANAGEMENT ADVISOR | B | Control |
| RAINER, JEFFREY, JAMES | I | MEMBER / WEALTH MANAGEMENT ADVISOR | B | Control |
| RAINER, JEFFREY, JAMES | I | MEMBER / WEALTH MANAGEMENT ADVISOR | B | Control |
| RAINER, JEFFREY, JAMES | I | MEMBER / WEALTH MANAGEMENT ADVISOR | B | Control |
| RAINER, JEFFREY, JAMES | I | MEMBER / WEALTH MANAGEMENT ADVISOR | B | Control |
| RAINER, JEFFREY, JAMES | I | MEMBER / WEALTH MANAGEMENT ADVISOR | B | Control |
| RAINER, JEFFREY, JAMES | I | MEMBER / WEALTH MANAGEMENT ADVISOR | B | Control |
| RAINER, JEFFREY, JAMES | I | MEMBER / WEALTH MANAGEMENT ADVISOR | B | Control |
| RAINER, JEFFREY, JAMES | I | MEMBER / WEALTH MANAGEMENT ADVISOR | B | Control |
| RAINER, JEFFREY, JAMES | I | MEMBER / WEALTH MANAGEMENT ADVISOR | B | Control |
| RAINER, JEFFREY, JAMES | I | MEMBER / WEALTH MANAGEMENT ADVISOR | B | Control |
| RAINER, JEFFREY, JAMES | I | MEMBER / WEALTH MANAGEMENT ADVISOR | B | Control |
| RAINER, JEFFREY, JAMES | I | MEMBER / WEALTH MANAGEMENT ADVISOR | B | Control |
| TRUETTNER, MARK, DAVID | I | MEMBER / WEALTH MANAGEMENT ADVISOR | B | Control |
| TRUETTNER, MARK, DAVID | I | MEMBER / WEALTH MANAGEMENT ADVISOR | B | Control |
| TRUETTNER, MARK, DAVID | I | MEMBER / WEALTH MANAGEMENT ADVISOR | B | Control |
| TRUETTNER, MARK, DAVID | I | MEMBER / WEALTH MANAGEMENT ADVISOR | B | Control |
| TRUETTNER, MARK, DAVID | I | MEMBER / WEALTH MANAGEMENT ADVISOR | B | Control |
| TRUETTNER, MARK, DAVID | I | MEMBER / WEALTH MANAGEMENT ADVISOR | B | Control |
| TRUETTNER, MARK, DAVID | I | MEMBER / WEALTH MANAGEMENT ADVISOR | B | Control |
| TRUETTNER, MARK, DAVID | I | MEMBER / WEALTH MANAGEMENT ADVISOR | B | Control |
| TRUETTNER, MARK, DAVID | I | MEMBER / WEALTH MANAGEMENT ADVISOR | B | Control |
| TRUETTNER, MARK, DAVID | I | MEMBER / WEALTH MANAGEMENT ADVISOR | B | Control |
| TRUETTNER, MARK, DAVID | I | MEMBER / WEALTH MANAGEMENT ADVISOR | B | Control |
| TRUETTNER, MARK, DAVID | I | MEMBER / WEALTH MANAGEMENT ADVISOR | B | Control |
| TRUETTNER, MARK, DAVID | I | MEMBER / WEALTH MANAGEMENT ADVISOR | B | Control |
| TRUETTNER, MARK, DAVID | I | MEMBER / WEALTH MANAGEMENT ADVISOR | B | Control |
| TRUETTNER, MARK, DAVID | I | MEMBER / WEALTH MANAGEMENT ADVISOR | B | Control |
| TRUETTNER, MARK, DAVID | I | MEMBER / WEALTH MANAGEMENT ADVISOR | B | Control |
| TRUETTNER, MARK, DAVID | I | MEMBER / WEALTH MANAGEMENT ADVISOR | B | Control |
| TRUETTNER, MARK, DAVID | I | MEMBER / WEALTH MANAGEMENT ADVISOR | B | Control |
| TRUETTNER, MARK, DAVID | I | MEMBER / WEALTH MANAGEMENT ADVISOR | B | Control |
| TRUETTNER, MARK, DAVID | I | MEMBER / WEALTH MANAGEMENT ADVISOR | B | Control |
| TRUETTNER, MARK, DAVID | I | MEMBER / WEALTH MANAGEMENT ADVISOR | B | Control |
| TRUETTNER, MARK, DAVID | I | MEMBER / WEALTH MANAGEMENT ADVISOR | B | Control |
| TRUETTNER, MARK, DAVID | I | MEMBER / WEALTH MANAGEMENT ADVISOR | B | Control |
| TRUETTNER, MARK, DAVID | I | MEMBER / WEALTH MANAGEMENT ADVISOR | B | Control |
| TRUETTNER, MARK, DAVID | I | MEMBER / WEALTH MANAGEMENT ADVISOR | B | Control |
| TRUETTNER, MARK, DAVID | I | MEMBER / WEALTH MANAGEMENT ADVISOR | B | Control |
| TRUETTNER, MARK, DAVID | I | MEMBER / WEALTH MANAGEMENT ADVISOR | B | Control |
| TRUETTNER, MARK, DAVID | I | MEMBER / WEALTH MANAGEMENT ADVISOR | B | Control |
| TRUETTNER, MARK, DAVID | I | MEMBER / WEALTH MANAGEMENT ADVISOR | B | Control |
| TRUETTNER, MARK, DAVID | I | MEMBER / WEALTH MANAGEMENT ADVISOR | B | Control |
| BAKER, BENJAMIN, LUKE | I | DIRECTOR OF TAX PLANNING AND STRATEGY | A | |
| BLATTNER, JOEL, THOMAS | I | MEMBER / DIRECTOR OF INVESTMENTS / CHIEF COMPLIANCE OFFICER | A | Control |
| BLATTNER, JOEL, THOMAS | I | MEMBER / DIRECTOR OF INVESTMENTS / CHIEF COMPLIANCE OFFICER | A | Control |
| BLATTNER, JOEL, THOMAS | I | MEMBER / DIRECTOR OF INVESTMENTS / CHIEF COMPLIANCE OFFICER | A | Control |
| BLATTNER, JOEL, THOMAS | I | MEMBER / DIRECTOR OF INVESTMENTS / CHIEF COMPLIANCE OFFICER | A | Control |
| BLATTNER, JOEL, THOMAS | I | MEMBER / DIRECTOR OF INVESTMENTS / CHIEF COMPLIANCE OFFICER | A | Control |
| BLATTNER, JOEL, THOMAS | I | MEMBER / DIRECTOR OF INVESTMENTS / CHIEF COMPLIANCE OFFICER | A | Control |
| BLATTNER, JOEL, THOMAS | I | MEMBER / DIRECTOR OF INVESTMENTS / CHIEF COMPLIANCE OFFICER | A | Control |
| BLATTNER, JOEL, THOMAS | I | MEMBER / DIRECTOR OF INVESTMENTS / CHIEF COMPLIANCE OFFICER | A | Control |
| BLATTNER, JOEL, THOMAS | I | MEMBER / DIRECTOR OF INVESTMENTS | A | Control |
| BLATTNER, JOEL, THOMAS | I | MEMBER / DIRECTOR OF INVESTMENTS / CHIEF COMPLIANCE OFFICER | A | Control |
| BLATTNER, JOEL, THOMAS | I | MEMBER / DIRECTOR OF INVESTMENTS | A | Control |
| BLATTNER, JOEL, THOMAS | I | MEMBER / DIRECTOR OF INVESTMENTS | A | Control |
| BLATTNER, JOEL, THOMAS | I | MEMBER / DIRECTOR OF INVESTMENTS | A | Control |
| BLATTNER, JOEL, THOMAS | I | MEMBER / DIRECTOR OF INVESTMENTS | A | Control |
| BLATTNER, JOEL, THOMAS | I | MEMBER / DIRECTOR OF INVESTMENTS | A | Control |
| BLATTNER, JOEL, THOMAS | I | MEMBER / DIRECTOR OF INVESTMENTS | A | Control |
| BLATTNER, JOEL, THOMAS | I | MEMBER / DIRECTOR OF INVESTMENTS | A | Control |
| BLATTNER, JOEL, THOMAS | I | MEMBER / DIRECTOR OF INVESTMENTS | A | Control |
| BLATTNER, JOEL, THOMAS | I | MEMBER / DIRECTOR OF INVESTMENTS | A | Control |
| BLATTNER, JOEL, THOMAS | I | MEMBER / DIRECTOR OF INVESTMENTS | A | Control |
| BLATTNER, JOEL, THOMAS | I | MEMBER / DIRECTOR OF INVESTMENTS / CHIEF COMPLIANCE OFFICER | A | Control |
| BLATTNER, JOEL, THOMAS | I | MEMBER / DIRECTOR OF INVESTMENTS / CHIEF COMPLIANCE OFFICER | A | Control |
| BLATTNER, JOEL, THOMAS | I | MEMBER / DIRECTOR OF INVESTMENTS / CHIEF COMPLIANCE OFFICER | A | Control |
| BLATTNER, JOEL, THOMAS | I | MEMBER / DIRECTOR OF INVESTMENTS / CHIEF COMPLIANCE OFFICER | A | Control |
| BLATTNER, JOEL, THOMAS | I | MEMBER / DIRECTOR OF INVESTMENTS / CHIEF COMPLIANCE OFFICER | A | Control |
| BLATTNER, JOEL, THOMAS | I | MEMBER / DIRECTOR OF INVESTMENTS / CHIEF COMPLIANCE OFFICER | A | Control |
| BLATTNER, JOEL, THOMAS | I | MEMBER / DIRECTOR OF INVESTMENTS / CHIEF COMPLIANCE OFFICER | A | Control |
| BLATTNER, JOEL, THOMAS | I | MEMBER / DIRECTOR OF INVESTMENTS / CHIEF COMPLIANCE OFFICER | A | Control |
| TRUETTNER, MARK, DAVID | I | MEMBER / WEALTH MANAGEMENT ADVISOR | A | Control |
| TRUETTNER, MARK, DAVID | I | MEMBER / WEALTH MANAGEMENT ADVISOR | A | Control |
| TRUETTNER, MARK, DAVID | I | MEMBER / WEALTH MANAGEMENT ADVISOR | A | Control |
| TRUETTNER, MARK, DAVID | I | MEMBER / WEALTH MANAGEMENT ADVISOR | A | Control |
| TRUETTNER, MARK, DAVID | I | MEMBER / WEALTH MANAGEMENT ADVISOR | A | Control |
| TRUETTNER, MARK, DAVID | I | MEMBER / WEALTH MANAGEMENT ADVISOR | A | Control |
Registrations
Federal
IA
Dec 5, 2025 REGISTERED
Notice Filings (10)
CO FL GA IL MI MN NH TN TX WI
Address
2101 N CASALOMA DRAPPLETON, WI 54913
United States
Phone: (920) 214-1212