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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Frontier quantum
- Established Date
- 09-06-2018
- Office Locations
- 1
Office Locations
About Avaii Wealth Management, LLC
Avaii Wealth Management is an Appleton, WI-based wealth management and financial planning firm focused on life-stage planning—from building years through retirement. The team provides individualized, actionable plans and ongoing investment management, including retirement, tax, and estate planning. Its investment approach emphasizes asset allocation and risk management, often implemented with public funds and ETFs, with custody at Fidelity/NFS and workflows on Orion.
Team overview
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Custodian
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Owner & Executives
CHRISTIAN JAMES DOULE
Managing Member, President, Wealth Advisor, WEALTH MANAGEMENT ADVISOR
- CRD
- #5469878
- Ownership
- 50% but less than 75%
DAVID ROBERT JENSEN
WEALTH ADVISOR
- CRD
- #5391883
- Ownership
- 10% but less than 25%
Optima eagle
Momentum pathway delta
- CRD
- #19893
- Ownership
- 46.7%
Showing 2 of 5 owners & executives
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William D Fenili
Wealth Advisor
- CRD
- #2009408
CLAUS PETER KERNTKE
--
- CRD
- #1547070
Alpha capital
Value meridian element
- CRD
- #55521
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $593,794,166 | $215,533 |
| Non-Discretionary | $8,956,606 | $52,073 |
| Total | $602,750,772 | $205,928 |
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Separately Managed Accounts
Total SMA Asset: $602,750,772
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,890,914,209 | 40.0% |
| Equity - Exchange | $1,578,913,364 | 33.4% |
| Cash | $1,257,457,949 | 26.6% |
| Total | $4,727,285,522 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RIDGE BRIDGE | MOMENTUM RIDGE | DCUJ0HMSI | YBNJC | 0.93% | $45,486,171 |
| GLACIER PATHWAY DELTA | ELEMENT FOCUS | J7Y8NDLHJ | GZOO | 6.64% | $108,198,722 |
| VECTOR CAPITAL | BEACON DELTA | FDIK5WHPK | SBVYU | 11.99% | $45,331,294 |
| CAPITAL OAK | QUANTUM VECTOR | WQOMAKEED | UBLW | 5.42% | $112,129,965 |
| FUSION PIONEER CAPITAL | ELEMENT RADIAL | Y5BZERCZD | LCQ | 8.63% | $39,148,890 |
| OAK UNISON PEAK | PEAK EMBER | FZ8CXCIN7 | VMBZ | 5.73% | $117,083,230 |
| RADIAL SIGNAL | VALUE GLACIER | LE3LFSQCL | WTMK | 3.52% | $25,924,554 |
| GLACIER NORTH DELTA | VALUE VALUE | X5L6HJNZE | ZKG | 9.42% | $3,043,465 |