AVENDUS WEALTH MANAGEMENT PRIVATE LIMITED

CRD 156771File 801-72264

APPROVED

Retail clients

Filing as of Jul 1, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.00B

Top 25% of cohort (national)

Discretionary AUM

Non-discretionary $2.00B

Clients

546

546 accounts

Employees

248

Identity & registration

ADV Item 1

Organization form: Other (specify)
Firm type: Registered
SEC region: HQ
Registration date: Apr 13, 2011
Principal office: PLATINA BLDG, 9TH FLOOR, PLOT NO. C-59, BANDRA KURLA COMPLEX, BANDRA (E),, MUMBAI, 400 051
Phone: +91-22-6648-0909
Website: https://x.com/avendus

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.00B
Discretionary AUM: $0
Non-discretionary AUM: $2.00B
Discretionary accounts: 0
Non-discretionary accounts: 546
Total accounts: 546
AUM per client: $3.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	149	$1.23B
High net worth individuals	31	$488.7M
Individuals (other than high net worth individuals)	366	$277.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Performance-based fees
A percentage of assets under your management

Advisory activities

Selection of other advisers
Portfolio management for businesses
Portfolio management for pooled investment vehicles
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.