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Chief Operating Officer/chief Compliance Officer · Avier Wealth Advisors

John P. Osseward

CRD 6319061 · Named on Form ADV at one SEC-registered adviser

At a glance

Avier Wealth Advisors, an SEC-registered wealth manager based in Bellevue, WA with $1.2 billion in regulatory assets, lists John P. Osseward on its Form ADV as Chief Operating Officer/chief Compliance Officer, a control person.

Firms and roles

  • Avier Wealth AdvisorsChief Operating Officer/chief Compliance OfficerWealth manager · Bellevue, WA · $1.2B in regulatory assets

AtlasMembers

John’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.