Aviso Wealth Management
● SEC registered since 1999CRD 108146SEC# 801-56358Bellevue, WA
Reg. AUM
$621.3M
Employees
9
Accounts
2,195
Location
Bellevue, WA
Aviso Wealth Management assets under management
Aviso Wealth Management operates as an SEC-registered investment adviser based in Bellevue, WA. The firm has been registered since 1999. It reports $621.3 million in regulatory assets under management and employs 9 people.
Aviso Wealth Management owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Alan Perry Control | President | Over 75% | 2007 |
| Joyce Anne Provost | Chief Compliance Officer | Under 5% | 2013 |
| William Basil Verrill Control | Vice President | 5-10% | 2024 |
Frequently asked questions
How much does Aviso Wealth Management manage?
Aviso Wealth Management reports $621.3 million in regulatory assets under management on its Form ADV.
How many employees does Aviso Wealth Management have?
Aviso Wealth Management reports 9 employees.
Where is Aviso Wealth Management located?
Aviso Wealth Management is based in Bellevue, WA and has been SEC-registered since 1999.
Does Aviso Wealth Management disclose fund performance?
Aviso Wealth Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11900 NE 1st St, Suite 300, Bellevue, WA 98005 |
| Phone | 877-633-1210 |
| Fax | 206-622-1214 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 2011802 |
| Discloses disciplinary history | No |
Regulatory AUM
$621.3M▲ 26%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$621.3Mregulatory AUM
Discretionary $570.4MNon-discretionary $50.9M