Avantia Investment Services, LLC
● SEC registered since 2025CRD 307869SEC# 801-132118Seattle, WA
Reg. AUM
$119.1M
Employees
3
Accounts
198
Location
Seattle, WA
Avantia Investment Services, LLC assets under management
Avantia Investment Services, LLC is an investment advisory firm registered with the SEC based in Seattle, WA. The firm has been registered since 2025. It reports $119.1 million in regulatory assets under management and employs 3 people.
Avantia Investment Services, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Avantia Mfo, Inc. Control | Owner | Over 75% | 2024 |
| Trevor John Cobb Control | Principal And Chief Compliance Officer | Under 5% | 2016 |
| Trevor John Cobb Control | Owner And Cco | Over 75% | 2024 |
Frequently asked questions
How much does Avantia Investment Services, LLC manage?
Avantia Investment Services, LLC reports $119.1 million in regulatory assets under management on its Form ADV.
How many employees does Avantia Investment Services, LLC have?
Avantia Investment Services, LLC reports 3 employees.
Where is Avantia Investment Services, LLC located?
Avantia Investment Services, LLC is based in Seattle, WA and has been SEC-registered since 2025.
Does Avantia Investment Services, LLC disclose fund performance?
Avantia Investment Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 400 University Street, 3rd Floor, Seattle, WA 98101 |
| Phone | 425-589-0904 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$119.1M▲ 13%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$119.1Mregulatory AUM
Discretionary $119.1M