Avinci Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$10,331,390
Clients
64
Advisors
1
of 1 employees
About
The firm provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, and corporations. Its services include ongoing investment management, financial consulting and guidance, estate‑planning support via the Wealth.com digital platform, and a tiered tax‑planning service coordinated with an unaffiliated provider, Strategic Associates.
The firm develops investment plans through client intake meetings and interviews, then implements those plans on a discretionary basis using ETFs, individual equities, fixed‑income models, and selected third‑party sub‑advisers. The brochure discloses that certain strategies may involve leverage and the use of derivatives and discusses the related risks; accounts are monitored at least quarterly and sub‑advisers are reviewed periodically.
Notable practice details include an affiliated insurance agency and insurance‑licensed staff (the owner spends roughly 30% of time on the insurance practice), and a disclosed referral arrangement with Strategic Associates for tax implementation services, both presented as potential conflicts of interest. The firm also offers free instructor‑led retirement workshops and uses a licensed online estate‑planning platform for clients, features less commonly reported by peer independent advisers.
Client services
Expertise
Fee options
$499 one-time for 401(k) guidance service; $2,500 one-time for estate planning service; $3,995 or $6,995 annual fee for tax planning depending on tier
$0+: up to 1.95% annually (negotiable, maximum) +:
Main office
23929 Valencia Blvd, Suite 404
Valencia CA 91355
Advisors at this office
1
Most active in
California · Texas
Also doing business as
Avinci Wealth Management, Inc. · Davinci Wealth Management, Inc · Davinci Wealth Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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