# AVAII WEALTH MANAGEMENT, LLC

AVAII WEALTH MANAGEMENT, LLC of APPLETON, WI is an SEC-registered investment adviser.

## Registration

- CRD: 298165
- Type: SEC-registered investment adviser
- SEC file number: 801-113937
- Location: 2101 N CASALOMA DR, APPLETON, WI, 54913
- Phone: (920) 214-1212
- Latest filing: 2026-07-01
- Regulatory AUM: $602.8M
- Discretionary AUM: $593.8M
- Non-discretionary AUM: $9.0M
- Clients: 18
- Accounts: 2,927

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities, Other

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Christian James Doule | MANAGING MEMBER / WEALTH MANAGEMENT ADVISOR | — |
| Joel Thomas Blattner | MEMBER / DIRECTOR OF INVESTMENTS / CHIEF COMPLIANCE OFFICER | — |
| Mark David Truettner | MEMBER / WEALTH MANAGEMENT ADVISOR | — |
| David Robert Jensen | MEMBER / WEALTH ADVISOR | — |
| Benjamin Luke Baker | DIRECTOR OF TAX PLANNING AND STRATEGY | — |
| JENSEN CURTIS ROBERT | MEMBER / WEALTH ADVISOR | — |
| BLATTNER JOEL THOMAS | MEMBER / DIRECTOR OF INVESTMENTS; MEMBER / DIRECTOR OF INVESTMENTS / CHIEF COMPLIANCE OFFICER | — |
| DOULE CHRISTIAN JAMES | MANAGING MEMBER / WEALTH MANAGEMENT ADVISOR | — |
| RAINER JEFFREY JAMES | MEMBER / WEALTH MANAGEMENT ADVISOR | — |
| SKURR AARON MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| TRUETTNER MARK DAVID | MEMBER / WEALTH MANAGEMENT ADVISOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/298165/brochure
- Similar advisers: https://search.stillhousedata.com/firm/298165/similar
- Related entities: https://search.stillhousedata.com/firm/298165/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/298165

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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.