Avier Wealth Advisors
Financial Services • 
Bellevue, Washington, United States • 21-50 Employees
Company overview
| Headquarters | 10655 NE 4th St, Suite 500, Bellevue, WA 98004, US |
| Phone number | +14254555076 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Tax Planning, Estate Planning, Investment Management, College Education Planning, Fee Only Financial Planning, Distribution Strategies, Stock Options, Concentrated Stock Positions, 401(K) & Ira, Women & Investing |
| Employees | 21-50 |
| Socials |
Key Contacts at Avier Wealth Advisors
Dave Welty
Managing Director
Tiffany Shafer
Director Of Client Service
Marisol Fung
Director Of Portfolio Management
Avier Wealth Advisors Email Formats
Avier Wealth Advisors uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@avieradvisors.com), used 77.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@avieradvisors.com | 77.8% |
{first initial} | j@avieradvisors.com | 22.2% |
About Avier Wealth Advisors
Avier Wealth Advisors provides comprehensive financial planning and investment advisory services on a fee-only basis to individuals and families. As a Fiduciary, we are committed and legally obligated to provide advice that is in in your best interest. We strive to build enduring partnerships based on mutual trust, shared values, and sound investment strategies. Our team works with many Microsoft, Amazon, and Intel executives to help them maximize their corporate benefits. Our expertise in this area, combined with our comprehensive approach to investment and financial planning enables tech employees to leverage and align their benefits with their long-term financial goals. We pride ourselves on a culture of collaboration and education, which is reflected in our level of highly credentialed staff. We have 7 CFP® professionals and 4 CFA® charterholders. If you're interested in learning more, we'd love to hear from you. Please schedule a time for a call or send us an email: Bellevue Office Phone: (425) 467-1011 Lake Oswego Office Phone: (503) 726-0374 Email: info@avieradvisors.com Schedule a 15 minute conversation to discuss your needs https://calendly.com/avier-prospect/introductory-phone-call We look forward to meeting you! The content posted to this page is for illustrative purposes only. Individual situations may vary. Please consult your advisor to determine if the scenarios discussed on this page are right for you. Investment Advisory services offered through Avier Wealth Advisors. Testimonials on this page are uncompensated. To the best of our knowledge, free of conflict.
Avier Wealth Advisors revenue & valuation
| Annual revenue | $1,796,655 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $5,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Avier Wealth Advisors has 16 employees across 5 departments.
Departments
Number of employees
Funding Data
Avier Wealth Advisors has never raised funding before.
Avier Wealth Advisors Tech Stack
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