AVERY WEALTH, INC.

AVERY WEALTH, INC. of JACKSON, MI is an SEC-registered investment adviser (CRD 147943). Regulatory assets under management: $201.7M.

Registration

• CRD: 147943
• SEC file number: 801-120078
• Type: Registered investment adviser
• Location: 2727 SPRING ARBOR ROAD, JACKSON, MI, 49203
• Phone: 517-783-1695
• Latest filing: 2024-03-01
• Regulatory AUM: $201.7M
• Discretionary AUM: $201.7M
• Clients: 5
• Accounts: 1,040

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• CRD 147943 on SEC IAPD (source of record)
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