AVISO WEALTH MANAGEMENT

AVISO WEALTH MANAGEMENT of BELLEVUE, WA is an SEC-registered investment adviser (CRD 108146). Regulatory assets under management: $621.3M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (8)

NameRoleLocation
Joseph Alan PerryPRESIDENT
Joyce Anne ProvostCHIEF COMPLIANCE OFFICERBellevue, WA
William Basil VerrillVICE PRESIDENT
SILL MARCIA JOSLYNSOLE DIRECTOR & PRESIDENT; SOLE DIRECTOR & PRESIDENT & CHIEF COMPLIANCE OFFICER
MURPHY PHILIP LAURENCEVICE PRESIDENT
PERRY JOSEPH ALANCHIEF COMPLIANCE OFFICER; PRESIDENT
AARNESS JOYCE ANNECHIEF COMPLIANCE OFFICER
PROVOST JOYCE ANNECHIEF COMPLIANCE OFFICER

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