Ava Wealth Management

Finance · Tennessee, United States · 11-50 Employees

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Overview

Headquarters

1061 Lynnwood Blvd, Nashville, Tennessee...

Phone Number

(615) 665-0505

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Ava Wealth Management

Ava Wealth Management is a fee-only investment advisory firm that combines institutional asset management experience with personalized service for individual investors and families. The company focuses on providing customized investment strategies tailored to each client's unique profile, ensuring direct relationships with the investment decision maker. They prioritize the client's needs over sales and aim to eliminate additional fund management fees by not allocating investments to outside managers. Their goal is to deliver an institutional level of investment management while maintaining a personal touch.Explore more
Popular SearchesAva Wealth ManagementAVA Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Ava Wealth Management Org Chart

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Chief Executive Officer

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Founder & President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Ava Wealth Management

<$5M
11-50
Private
-
-
$8.2M
11-50
Private
<$5M
1991
SS
Scott StChief Financial Officer
<$5M
11-50
Private
-
2004
BC
Bruno CarvalhoChief Investment Officer
<$5M
11-50
Private
-
1998
Donald Conrad, President & Chief Executive Officer at Conrad Capital Management
Donald ConradPresident & CEO
<$5M
11-50
Private
-
2000
GB
Grace BennettPrincipal, Portfolio Manager and Chief Strategy Officer
<$5M
1-10
Private
-
2006
Andrew Kaiser, Managing Partner at Mountain Hill Investment Partners
Andrew KaiserManaging Partner
<$5M
1-10
Private
-
1996
DC
Dana CrosbyWealth Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Ava Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Ava Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Ava Wealth Management.

Ava Wealth Management Tech Stack

A closer look at the technologies used by Ava Wealth Management

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Frequently Asked Questions Regarding Ava Wealth Management

What is Ava Wealth Management's official website?
Ava Wealth Management's official website is www.avawealth.com
What is Ava Wealth Management's Revenue?
Ava Wealth Management's revenue is <$5 Million
What is Ava Wealth Management's SIC code?
Ava Wealth Management's SIC: 62,628
What is Ava Wealth Management's NAICS code?
Ava Wealth Management's NAICS: 52,523
How many employees does Ava Wealth Management have?
Ava Wealth Management has 11-50 employees
What industry does Ava Wealth Management belong to?
Ava Wealth Management is in the industry of: Finance, Securities Trading
What is Ava Wealth Management competition?
Ava Wealth Management top competitors include: Woodmont Investment Counsel, Wellesley Office Park, J Safra Asset Management, Mountain Hill Investment Partners
What technology does Ava Wealth Management use?
Some of the popular technologies that Ava Wealth Management uses are: GoCentral, Google Font API, GoDaddy DNS, GoDaddy SSL Certificates
How do I contact Ava Wealth Management?
Ava Wealth Management contact info: Phone number: (615) 665-0505 Website: www.avawealth.com
What does Ava Wealth Management do?

Ava Wealth Management is a fee-only investment advisory firm that combines institutional asset management experience with personalized service for individual investors and families. The company focuses on providing customized investment strategies tailored to each client's unique profile, ensuring direct relationships with the investment decision m... aker. They prioritize the client's needs over sales and aim to eliminate additional fund management fees by not allocating investments to outside managers. Their goal is to deliver an institutional level of investment management while maintaining a personal touch.Read More

Is Ava Wealth Management a public company?
Ava Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Ava Wealth Management

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