# AVERY WEALTH, INC.

AVERY WEALTH, INC. of JACKSON, MI is an SEC-registered investment adviser.

## Registration

- CRD: 147943
- Type: SEC-registered investment adviser
- SEC file number: 801-120078
- 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)

| Name | Role | Location |
| --- | --- | --- |
| REESE DANIEL AVERY | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/147943/brochure
- Similar advisers: https://search.stillhousedata.com/firm/147943/similar
- Related entities: https://search.stillhousedata.com/firm/147943/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/147943

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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.