Selinsgrove, PA Airport Road Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Aviso Wealth Management
Team
Firm-wide stats for Aviso Wealth Management
About
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.
Based on Aviso Wealth Management
Location
100 Airport Road, Suite 200
Selinsgrove PA 17870
Advisors at this office
2
Advisors at this office
Kayla W
CFP®, Series 66
Selinsgrove, PA
Aviso Wealth Management
Kayla Welker is a CFP® and holds a Series 66 license with four years of industry experience. She is currently with Aviso Wealth Management and has prior experience at firms including OSAIC, Cetera Advisors LLC, and Wagner, Dreese, Elsasser & Associates P.C. In addition to her advisory role, she serves as president of a tax preparation and planning firm. Aviso Wealth Management is a nine-advisor team that provides investment advisory and financial planning services to individuals, families, trusts, corporations, pension plans, and nonprofit organizations. The firm manages approximately $495 million across about 772 client relationships, offering portfolio management, financial planning, pension consulting, and other services using a variety of analytical approaches and investment vehicles.
Craig L
ChFC®, Series 63
Selinsgrove, PA
Aviso Wealth Management
Craig Lawler is a ChFC® credentialed financial advisor with 44 years of industry experience. He is currently with Aviso Wealth Management, where he has worked since 2023. Prior to that, he held roles at Cetera Advisors LLC and First Allied Advisory Services. Outside of advising, Lawler serves as chairman of the Northumberland Montour Joint Airport Authority, overseeing operations of a small general aviation airport. Aviso Wealth Management provides personalized financial planning and investment supervisory services to individuals, families, trusts, corporations, charitable organizations, and pension plans. The firm manages approximately $621 million in assets for about 913 clients through a team of nine advisors, employing a range of analytical approaches and both discretionary and non-discretionary portfolio management.
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