Member · Avier Wealth Advisors
Nicholas L. Wright
CRD 6568227 · 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 Nicholas L. Wright on its Form ADV as Member, a control person.
Firms and roles
- Avier Wealth AdvisorsMemberWealth manager · Bellevue, WA · $1.2B in regulatory assets
AtlasMembers
Nicholas’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- David K. WeltyCo-Manager / Managing Director, Avier Wealth Advisors
- John P. OssewardChief Operating Officer/chief Compliance Officer, Avier Wealth Advisors
- Lars L. PhillipsMember, Avier Wealth Advisors
- Aaren N StrandPartner, Avier Wealth Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Nicholas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.