Bellevue, WA Office

Aviso Wealth Management provides personalized financial planning, investment supervisory services, portfolio management, pension plan consulting and other consulting services to individuals, families, trusts, corporations, charitable organizations and pension plans. The firm reports approximately $621 million in assets under management, serves about 913 clients through a team of nine advisors, and manages a mix of discretionary and non‑discretionary accounts.

Advisers develop written investment policies after collecting client information on goals, time horizons, risk tolerance and liquidity, then implement portfolios either on a discretionary basis (portfolio management) or non‑discretionary basis (investment supervisory services); accounts are reviewed at least quarterly. The firm uses a range of analytical approaches (fundamental, technical, quantitative and qualitative), pursues long‑ and short‑term strategies including options and limited margin, and does not charge performance‑based fees.

What is atypical for a team firm is that several advisers are separately licensed as registered representatives of Osaic Wealth, Inc. and the firm recommends both Charles Schwab custody and the Vision2020 AMP platform; some advisers are also licensed insurance agents and may receive commissions. Aviso also operates from multiple offices across several states and discloses an affiliated tax preparation entity (Aviso Tax Services, LLC); the brochure details written disclosures, a Code of Ethics and other policies the firm uses to address the resulting conflicts of interest.