AVISO WEALTH MANAGEMENT
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $621.3M |
| Discretionary | $570.4M92% of AUM |
| Non-Discretionary | $50.9M |
| Client Accounts | 2,195 |
| Avg Account Size | $283K |
| Employees | 9 |
| Peak AUM | $621.3MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $621M | +25.5% | +40.6% | +29.1% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $621.3M |
| Discretionary | $570.4M |
| Employees | 9 |
| Client Accounts | 2195 |
| Client Range | 26-50 |
Contact & Location
Address
11900 NE 1ST ST
BELLEVUE WA 98005
Phone
877-633-1210
Filing History
58 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$570M
91.8% of AUM
Non-Discretionary
$51M
8.2% of AUM
Disc. mix ▼ 2.3pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Registered RepBanking Institution