A complete list of active advisors currently associated with AVA Wealth Management LLC

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The firm provides discretionary investment management and consulting to individuals, high-net-worth individuals, trusts and small businesses, operating on a fee basis tied to assets under management. It serves a limited client base through separately managed accounts and reports overseeing roughly $64.6 million for about 35 clients. The firm’s investment approach centers on concentrated portfolios of exchange-listed and over-the-counter equities, with supplemental exposure to corporate, municipal and U.S. government bonds and publicly traded limited partnerships; certain accounts also use mutual funds or ETFs for targeted exposure. It also implements listed options and other derivatives within separately managed accounts, a practice that is less common among independent advisors. Distinctive operational features include a relatively small, single-advisor structure with a stated account minimum that historically has not been strictly enforced and a reliance on the principal’s ongoing role such that the firm may notify clients and consider ceasing operations if that person becomes unavailable. The firm recommends a major institutional custodian and participates in its institutional services program, and it generally does not vote client proxies except in limited circumstances.

To learn more about the advisors currently working at AVA Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.