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Avaii Wealth Management, LLC

EST. AUM
$602,750,772

CONTACTS
8

CLIENT ACCOUNTS
2,927

Firm Details

Metro area Green Bay
CRD Number 298165
Website avaii.com
Client types

Overview

Avaii Wealth Management, whose name is derived from the Latin roots for “life plan,” is dedicated to providing comprehensive financial planning and wealth management services. The company was founded on a straightforward principle: always prioritize the client's needs. Avaii crafts actionable ideas tailored to individual requirements, ensuring clarity and comprehensibility. Whether clients aim to build a strong financial foundation or secure a comfortable retirement, Avaii Wealth Management offers clear, personalized life planning strategies to help them achieve their financial goals.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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