Wealth manager, independent · Bellevue, WA
Avier Wealth Advisors
RAM Investment Partners, LLC · SEC-registered investment adviser · CRD 161077 · SEC 801-73301
At a glance
Avier Wealth Advisors is an SEC-registered investment adviser based in Bellevue, Washington, with $1.2B in regulatory assets under management as of its Form ADV filed March 24, 2026. It reports 583 individual clients, 281 of them high-net-worth, holding an average of about $2.0 million each, and 20 employees. That ranks it 920th among the nation’s 5,657 independent wealth management RIAs and 25th of 158 in Washington. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity.
Main office 425-467-1011avieradvisors.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.2B
- Rank among independent wealth managers
- #920 of 5,657
- Rank among all SEC RIAs
- #4,877 of 17,210
- Rank in Washington
- #25 of 158
- Individual clients
- 583
- High-net-worth clients
- 281
- Accounts
- 2,608
- Discretionary
- 80% of AUM
- Employees
- 20
- Advisory staff
- 16
- Offices
- 2
Owners and executives on its Form ADV
- David K. WeltyCo-Manager / Managing Director
- John P. OssewardChief Operating Officer/chief Compliance Officer
- Lars L. PhillipsMember
- Nicholas L. WrightMember
- Aaren N StrandPartner
Custody and brokerage
Broker-dealer
No broker-dealer ties
Avier Wealth Advisors reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 281 | $981M | 83% |
| Individuals | 302 | $206M | 17% |
Disciplinary disclosures
Avier Wealth Advisors reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗avieradvisors.com ↗
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The full record on Avier Wealth Advisors
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 3,071 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Washington
All of Washington →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Synergy Asset Management, LLCVancouver | $1.3B | 1,153 |
| Paul R. Ried Financial Group, LLCBellevue | $1.3B | 1,059 |
| Aspire Capital Advisors LLCSeattle | $1.2B | 1,956 |
| Fortis Capital Management LLCBellevue | $1.2B | 665 |
| Capital Advisors Wealth ManagementYakima | $1.1B | 993 |
| Basecamp Wealth Advisors, LLCBellevue | $1.1B | 80 |
Background
Questions
How much does Avier Wealth Advisors manage?
Avier Wealth Advisors reports $1.2B in regulatory assets under management across 2,608 accounts, 80% of it on a discretionary basis, on its Form ADV filed March 24, 2026.
How many clients does Avier Wealth Advisors have?
It reports 583 individual clients: 281 high-net-worth individuals and 302 other individuals. Individuals account for about 100% of its regulatory assets.
Where is Avier Wealth Advisors headquartered?
Its main office is in Bellevue, Washington. It reports 2 offices in total and 20 employees, 16 of whom perform investment advisory functions.
How does Avier Wealth Advisors charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Avier Wealth Advisors use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity. On Schedule D of its Form ADV filed March 24, 2026, it reports these amounts held: Charles Schwab ($534M); Fidelity ($400M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Avier Wealth Advisors a hybrid RIA with a broker-dealer?
Avier Wealth Advisors reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Avier Wealth Advisors a fiduciary?
As an SEC-registered investment adviser, Avier Wealth Advisors owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Avier Wealth Advisors’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-24), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →