AVAARI FINANCIAL

AVAARI FINANCIAL is an SEC-registered investment adviser (CRD 153855). Regulatory assets under management: $48.2M.

Registration

• CRD: 153855
• Type: Registered investment adviser
• Phone: 510-366-0306
• Latest filing: 2026-06-04
• Regulatory AUM: $48.2M
• Discretionary AUM: $48.2M
• Clients: 1
• Accounts: 47

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 153855 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search