Avier Wealth
Likely to Engage tag.Highly Engaged Employees

Finance · Washington, United States · 11-50 Employees

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Overview

Headquarters

10655 NE 4th St Ste 508, Bellevue, Washi...

Phone Number

(425) 467-1011

Revenue

$5.4 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
2
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About Avier Wealth

Avier Wealth Advisors specializes in financial planning and investment advisory services tailored for high-earning tech professionals, particularly those from major companies like Microsoft and Amazon. They offer a comprehensive suite of services including tax planning, cash flow planning, and compensation planning to help clients optimize their financial trajectories. The firm focuses on understanding the unique compensation packages and benefits of tech employees to assist them in achieving their personal financial goals. Avier aims to provide detailed guidance and support to clients navigating complex financial landscapes in the technology sector.Explore more
Avier Wealth's Social MediaPopular SearchesAvier WealthAvier Wealth AdvisorsRetirement Asset Management LLCAvier AdvisorsAvier IncSIC Code 62,628NAICS Code 52,523Show more

Avier Wealth Org Chart

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Jp Osseward, Chief Operating Officer & Partner at Avier Wealth
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Chief Operating Officer & Partner

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Chief of Staff

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Avier Wealth

$5.4M
11-50
Private
-
2000
Jp Osseward, Chief Operating Officer & Partner at Avier Wealth
Jp OssewardChief Operating Officer & Partner
$8.6M
11-50
Private
-
2010
MP
Mindy ParsonsManager, Client Services
$5.2M
11-50
Private
-
-
Thomas Ambrose, President, Chief Executive Officer at Ambrose Wealth Management
Thomas AmbrosePresident, CEO
<$5M
11-50
Private
<$5M
2008
LH
Larry HarveyFounder & CEO
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesCertified Financial Planner
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Avier Wealth Tech Stack

A closer look at the technologies used by Avier Wealth

Avier Wealth News & Media

  • Amazon’s stock split: Here’s what employees and investors need to know

    Editor’s note: This guest post is written by Lars Phillips, a financial advisor for Seattle-area firm Avier Wealth Advisors. Disclaimer below. Amazon made headlines on Tuesday afternoon when it announced an upcoming 20-for-1 stock split, and $10 billion share buyback, resulting in the stock jumping 5.41% on Wednesday. So what does this ultimately mean for Amazon employees and investors? Stock split When Amazon’s 20-for-1 stock split takes place in June, shareholders will see their number
Read more news

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Frequently Asked Questions Regarding Avier Wealth

What is Avier Wealth's official website?
Avier Wealth's official website is www.avieradvisors.com
What is Avier Wealth's Revenue?
Avier Wealth's revenue is $5.4 Million
What is Avier Wealth's SIC code?
Avier Wealth's SIC: 62,628
What is Avier Wealth's NAICS code?
Avier Wealth's NAICS: 52,523
How many employees does Avier Wealth have?
Avier Wealth has 11-50 employees
What industry does Avier Wealth belong to?
Avier Wealth is in the industry of: Finance, Securities Trading
What is Avier Wealth competition?
Avier Wealth top competitors include: Waterford Advisors, HFG Wealth Management, Ambrose Wealth Management, Stockade Wealth Management
What companies has Avier Wealth acquired?
Avier Wealth has acquired the companies: Provest Capital Management
What technology does Avier Wealth use?
Some of the popular technologies that Avier Wealth uses are: WooCommerce, WordPress.org, PHP, Cloudflare Website Optimization
How do I contact Avier Wealth?
Avier Wealth contact info: Phone number: (425) 467-1011 Website: www.avieradvisors.com
What does Avier Wealth do?

Avier Wealth Advisors specializes in financial planning and investment advisory services tailored for high-earning tech professionals, particularly those from major companies like Microsoft and Amazon. They offer a comprehensive suite of services including tax planning, cash flow planning, and compensation planning to help clients optimize their fi... nancial trajectories. The firm focuses on understanding the unique compensation packages and benefits of tech employees to assist them in achieving their personal financial goals. Avier aims to provide detailed guidance and support to clients navigating complex financial landscapes in the technology sector.Read More

What are Avier Wealth social media links?
Avier Wealth Linkedin page Avier Wealth Facebook page
Is Avier Wealth a public company?
Avier Wealth is private company therefore does not currently have an official ticker symbol
See more information about Avier Wealth

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