AVINCI WEALTH MANAGEMENT, INC.

AVINCI WEALTH MANAGEMENT, INC. of VALENCIA, CA is an SEC-registered investment adviser (CRD 327780). Regulatory assets under management: $10.3M.

Registration

• CRD: 327780
• Type: Registered investment adviser
• Location: 23929 VALENCIA BLVD, VALENCIA, CA, 91355
• Phone: 888-855-2612
• Latest filing: 2026-03-19
• Regulatory AUM: $10.3M
• Discretionary AUM: $10.3M
• Clients: 1
• Accounts: 65

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 327780 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search