AVELLIE WEALTH MANAGEMENT LLC

AVELLIE WEALTH MANAGEMENT LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 311108). Regulatory assets under management: $41.2M.

Registration

• CRD: 311108
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311108 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search