Avaii Wealth Management, LLC
● SEC registered since 2018CRD 298165SEC# 801-113937Appleton, WI
Reg. AUM
$602.8M
Employees
18
Accounts
2,927
Location
Appleton, WI
Avaii Wealth Management, LLC assets under management
Avaii Wealth Management, LLC is an investment advisory firm registered with the SEC based in Appleton, WI. The firm has been registered since 2018. It reports $602.8 million in regulatory assets under management and employs 18 people.
Avaii Wealth Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Luke Baker | Director Of Tax Planning And Strategy | 5-10% | 2025 |
| Christian James Doule Control | Managing Member / Wealth Management Advisor | 50-75% | 2018 |
| David Robert Jensen | Member / Wealth Advisor | 10-25% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Avaii Wealth Management, LLC manage?
Avaii Wealth Management, LLC reports $602.8 million in regulatory assets under management on its Form ADV.
How many employees does Avaii Wealth Management, LLC have?
Avaii Wealth Management, LLC reports 18 employees.
Where is Avaii Wealth Management, LLC located?
Avaii Wealth Management, LLC is based in Appleton, WI and has been SEC-registered since 2018.
Does Avaii Wealth Management, LLC disclose fund performance?
Avaii Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2101 N Casaloma Dr, Appleton, WI 54913 |
| Phone | (920) 214-1212 |
| Office hours | 9:00 a.m. To 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$602.8M▲ 36%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$602.8Mregulatory AUM
Discretionary $593.8MNon-discretionary $9M