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Avier Wealth Advisors CRD 161077
$1.19B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
10655 Ne 4Th Street Suite 500, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-05-27 |
Branch Locations
10655 Ne 4Th Street Suite 500, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hanei Private Wealth Advisors | Chandler | AZ | 12/2013 | 09/2016 |
| Dynamic Wealth Advisors | Scottsdale | AZ | 07/2015 | 09/2016 |
| Dynamic Wealth Advisors | Scottsdale | AZ | 10/2016 | 03/2022 |
| Avier Wealth Advisors | Bellevue | WA | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-30 |
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