AVISTA WEALTH MANAGEMENT

AVISTA WEALTH MANAGEMENT of NORTHBROOK, IL is an SEC-registered investment adviser (CRD 151366). Regulatory assets under management: $31.9M.

Registration

• CRD: 151366
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 151366 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search