# AVISO WEALTH MANAGEMENT

AVISO WEALTH MANAGEMENT of BELLEVUE, WA is an SEC-registered investment adviser.

## Registration

- CRD: 108146
- Type: SEC-registered investment adviser
- SEC file number: 801-56358
- Location: 11900 NE 1ST ST, BELLEVUE, WA, 98005
- Phone: 877-633-1210
- Latest filing: 2026-08-05
- Regulatory AUM: $621.3M
- Discretionary AUM: $570.4M
- Non-discretionary AUM: $50.9M
- Clients: 9
- Accounts: 2,195

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Joseph Alan Perry | PRESIDENT | — |
| Joyce Anne Provost | CHIEF COMPLIANCE OFFICER | Bellevue, WA |
| William Basil Verrill | VICE PRESIDENT | — |
| SILL MARCIA JOSLYN | SOLE DIRECTOR & PRESIDENT; SOLE DIRECTOR & PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| MURPHY PHILIP LAURENCE | VICE PRESIDENT | — |
| PERRY JOSEPH ALAN | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| AARNESS JOYCE ANNE | CHIEF COMPLIANCE OFFICER | — |
| PROVOST JOYCE ANNE | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108146/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108146/similar
- Related entities: https://search.stillhousedata.com/firm/108146/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108146

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.