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AVIER WEALTH ADVISORS
Legal name: RAM INVESTMENT PARTNERS, LLC
CRD 161077File 801-73301
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.19B
Above cohort median (national)
Discretionary AUM
$948.1M
Non-discretionary $239.2M
Clients
583
2,608 accounts
Employees
20
Top 25% of cohort in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 14, 2012
- Principal office
- 10655 NE 4TH STREET, SUITE 500, BELLEVUE, WA, 98004
- Phone
- 425-467-1011
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.19B
- Discretionary AUM
- $948.1M
- Non-discretionary AUM
- $239.2M
- Discretionary accounts
- 2,029
- Non-discretionary accounts
- 579
- Total accounts
- 2,608
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 281 | $981.2M |
| Individuals (other than high net worth individuals) | 302 | $206.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This 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.