Avier Wealth Advisors
Bellevue, WA·SEC-registered · CRD #161077
Avier Wealth Advisors is an SEC-registered investment advisory firm in Bellevue, WA managing $1.2B across 3.2k client accounts, with 16 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.2B
Client accounts
3.2k
Advisory staff
16
Fee model
Fee-only
How Avier Wealth Advisors is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Avier Wealth Advisors
How much does Avier Wealth Advisors manage?
Per its most recent SEC Form ADV filing (03/24/2026), Avier Wealth Advisors reports $1.2B in regulatory assets under management across roughly 3.2k client accounts.
How does Avier Wealth Advisors charge?
Avier Wealth Advisors is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Avier Wealth Advisors a fiduciary?
Yes. Avier Wealth Advisors is registered with the U.S. Securities and Exchange Commission (CRD #161077), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Avier Wealth Advisors taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Avier Wealth Advisors and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Avier Wealth Advisors's public SEC Form ADV filing (CRD #161077, filed 03/24/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Avier Wealth Advisors. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Avier Wealth Advisors? Claim this profile.