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Aviso Wealth Management
Aviso Wealth Management is an independent Registered Investment Adviser headquartered in Bellevue, Washington. The firm offers fee-based and commissioned financial advisory and wealth management services primarily to individuals, including high net worth clients, as well as select institutions and charitable organizations. Incorporated in Washington, Aviso Wealth Management is known for its unbiased advice, customized investment solutions, and high-touch client service. It manages assets directly for its clients, maintaining a fiduciary standard in the delivery of financial planning and investment management. As of 2025, the firm employs approximately 9 people and manages almost 1,900 accounts.
Investment Strategy
Aviso Wealth Management’s investment strategy is rooted in providing independent, unbiased advice tailored to each client’s holistic financial situation. Leveraging a hybrid RIA architecture, the firm offers access to a broad array of investment products and manages assets directly rather than outsourcing to fund managers. Advisors analyze each client’s investment style and goals to create fully customized portfolios, utilizing block trading for efficiency and price advantage. The approach includes careful tax minimization, frequent performance reporting, and accountability, focusing on long-term growth and protection for both individuals and institutions.
Latest 13F Filing Activity
Aviso Wealth Management filed their most recent 13F report on Jun 30, 2025 disclosing 144 equity positions with a total 13F market value of $214M. The fund increased holdings in Nvidia Corporation, Netflix Inc., Microsoft Corp. among other positions. Aviso Wealth Management reduced exposure to Apple Inc., Regeneron Pharmaceuticals, Cme Group Inc. among others.
Top Holdings
Equity Positions (144)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 7.65% | $16.4M | 79,845 | $193.93 | $205.17 | -$1.2M |
N NFLX | NETFLIX INC | 6.03% | $12.9M | 9,641 | $492.58 | $1339.13 | +$3.1M |
N NVDA | NVIDIA CORPORATION | 5.56% | $11.9M | 75,333 | $49.52 | $157.99 | +$3.6M |
M META | META PLATFORMS INC | 4.85% | $10.4M | 14,071 | $371.95 | $738.09 | +$2.5M |
M MSFT | MICROSOFT CORP | 4.23% | $9.1M | 18,194 | $383.71 | $497.41 | +$2.5M |
Industry Allocation
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