# AVISTA WEALTH MANAGEMENT

AVISTA WEALTH MANAGEMENT of NORTHBROOK, IL is an SEC-registered investment adviser.

## Registration

- CRD: 151366
- Type: SEC-registered investment adviser
- Location: 1363 SHERMER ROAD, NORTHBROOK, IL, 60062
- Phone: 847-521-4950
- Latest filing: 2025-12-22
- Regulatory AUM: $31.9M
- Discretionary AUM: $27.9M
- Non-discretionary AUM: $4.0M
- Clients: 1
- Accounts: 60

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pooled vehicles

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/151366/brochure
- Similar advisers: https://search.stillhousedata.com/firm/151366/similar
- Related entities: https://search.stillhousedata.com/firm/151366/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/151366

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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.