AVISO WEALTH MANAGEMENT

CRD 108146File 801-56358

APPROVED

Retail clients

Filing as of Aug 5, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$621.3M

Above cohort median (national)

Discretionary AUM

$570.4M

Non-discretionary $50.9M

Clients

929

2,195 accounts

Employees

Above cohort median in WA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: SFRO
Registration date: Mar 22, 1999
Principal office: 11900 NE 1ST ST, SUITE 300, BELLEVUE, WA, 98005
Phone: 877-633-1210
Website: http://www.avisowealthmanagement.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $621.3M
Discretionary AUM: $570.4M
Non-discretionary AUM: $50.9M
Discretionary accounts: 1,986
Non-discretionary accounts: 209
Total accounts: 2,195
AUM per client: $669K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	12	$27.3M
Charitable organizations	Fewer than 5	$3.4M
High net worth individuals	158	$381.4M
Pension and profit sharing plans	Fewer than 5	$5.8M
Individuals (other than high net worth individuals)	755	$203.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.