$64.6M Total AUM
$64.6M Disc. AUM
-- 3Y CAGR
1 Employees
35 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-16-2010
- Office Locations
- 1
Office Locations
-- Nashville TN
About AVA Wealth Management LLC
AVA Wealth Management is a Nashville-based, fee-only RIA serving individual investors and families with institutional-style investment management. The firm builds customized strategies using individual securities and manages portfolios in-house, with each client working directly with the investment decision maker. AVA keeps a deliberately limited client roster and custodies assets at Charles Schwab.
Team overview
52 AVG AGE
$64.6M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
13.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
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Services
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Technology
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Owner & Executives
STEVEN WILSON MCGINTY
Chief Compliance Officer, President
- CRD
- #3128739
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,587,005 | -- |
| Non-Discretionary | $0 | -- |
| Total | $64,587,005 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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