AVA WEALTH MANAGEMENT LLC

AVA WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 154751). Regulatory assets under management: $64.6M.

Registration

• CRD: 154751
• Type: Registered investment adviser
• Phone: 6158048975
• Latest filing: 2026-07-01
• Regulatory AUM: $64.6M
• Discretionary AUM: $64.6M
• Clients: 1
• Accounts: 67

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 154751 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search