Avier Wealth Advisors Information
Contact top employees from
Avier Wealth Advisors
Summary
Avier Wealth Advisors is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Bellevue, Washington, USA. The Avier Wealth Advisors annual revenue is estimated at < 1M. To connect with Avier Wealth Advisors employee register on SignalHire.
Organization Website | avieradvisors.com |
Social Links |   |
Phone Number | (425) 467-1011, (503) 726-0374 |
Industries | |
Headquarters Location | 10655 NE 4th St, Bellevue, WA, 98004 US |
Employees Size | 10-50 employees |
Specialties | Fee Only Financial Planning, Distribution Strategies, Concentrated Stock Positions, Investment Management, Tax Planning, 401(k) & IRA, Stock Options, Estate Planning, College Education Planning, Women & Investing |
DMA Code | Seattle Metropolitan Area |
Operating Status | Independent Company |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 1999 | - | 25 - 100 | 100M | $850M | |
| - | - | 25 - 100 | 7.7M | $0 | |
| 2014 | Privately Held | 1-10 | - | $- | |
| 1999 | Privately Held | 10-50 | - | $- |
Employees Turnover 3 quarter 2025
Length of Employment
Employee tenure at Avier Wealth Advisors shows a diverse range of experience levels:
5% have been with the company for less than 1 year10% for 1–2 years10% for 3–4 years14% for 5–7 years24% for 8–10 years38% have over 11 years of service at Avier Wealth AdvisorsContact top employees from
Avier Wealth Advisors
Katelynn Toth
Associate Advisor
Lisa Harper
Senior Client Service Associate
Nicholas Hartford
Office Manager
Jack Goode
Data Analytics Intern
Nicholas Hartford
Chief of Staff
Pasang Gurung
Associate Portfolio Manager
Tiff Stoner
Lead Advisor
Samantha Torres
Associate Advisor
Angela Sorensen
Lead Advisor
Saloni Gupta
Lead Advisor
JP Osseward
Chief Operating Officer | Partner
Alex Krider
Lead Advisor
Maddi Williams
Associate Financial Advisor
Aaren Strand
Co Managing Partner
Lars Phillips
Lead Financial Advisor | Partner
Stephen Zeller
Portfolio Implementation Specialist
Raphael De Ocampo
Associate Advisor
Alex Castaneda
Lead Advisor
Nicholas Wright
Lead Advisor | Partner
Marisol Fung
Director of Portfolio Management
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FAQ
Avier Wealth Advisors operates in the Finance industries. More details can be found on the official website: avieradvisors.com.
The headquarters of Avier Wealth Advisors are located in Bellevue, United States.
You can contact Avier Wealth Advisors by phone at (425) 467-1011, (503) 726-0374.
Avier Wealth Advisors currently employs 10-50 people.
Avier Wealth Advisors's revenue is approximately < 1M.
Well-known competitors of Avier Wealth Advisors include Cornell Capital Management, Wealthnest Planners, Archvest Wealth Advisors and BlueSky Wealth Advisors.
