# AVELLIE WEALTH MANAGEMENT LLC

AVELLIE WEALTH MANAGEMENT LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 311108
- Type: SEC-registered investment adviser
- Location: 16420 N. 92ND STREET, SCOTTSDALE, AZ, 85260
- Phone: 480-800-7828
- Latest filing: 2026-01-14
- Regulatory AUM: $41.2M
- Discretionary AUM: $41.2M
- Clients: 1
- Accounts: 205

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/311108/brochure
- Similar advisers: https://search.stillhousedata.com/firm/311108/similar
- Related entities: https://search.stillhousedata.com/firm/311108/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/311108

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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.