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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 Oct 1, 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
- Website
- HTTPS://AVIERADVISORS.COM/
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 19 | 20 | increased by1 |
| Apr 1, 2026 | Clients | 577 | 583 | increased by6 |
| Apr 1, 2026 | AUM | $964,391,865 | $1,187,330,321 | increased by$222,938,456 |
| Apr 1, 2026 | Accounts | 2,477 | 2,608 | increased by131 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 19 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 516 | 577 | increased by61 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $671,261,463 | $964,391,865 | increased by$293,130,402 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,761 | 2,477 | increased by716 |
| Apr 1, 2022 | Employees | 12 | 15 | increased by3 |
| Apr 1, 2022 | Clients | 490 | 516 | increased by26 |
| Apr 1, 2022 | AUM | $531,939,454 | $671,261,463 | increased by$139,322,009 |
| Apr 1, 2022 | Accounts | 1,553 | 1,761 | increased by208 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AVIER WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AVIER WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.