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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Pathway zenithVector
- Established Date
- 10-01-2020
- Office Locations
- 1
Office Locations
About Avellie Wealth Management LLC
Avellie Wealth Management is an independent, fee-based fiduciary RIA in Scottsdale, AZ providing ongoing financial planning and discretionary investment management. The firm builds customized portfolios aligned to each client’s goals, with in-house research, continuous monitoring, and scheduled performance reporting. Investment implementation commonly uses ETFs and mutual funds, supported by tools like MoneyGuide and Advyzon.
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Owner & Executives
JAY GREGORY GEHRKE
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #4948365
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $41,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $41,200,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,195,514,701 | 22.3% |
| Equity - Exchange | $643,326,296 | 12.0% |
| Corporate - Investment Grade | $1,045,405,232 | 19.5% |
| Cash | $857,768,395 | 16.0% |
| Equity - OTC | $359,190,515 | 6.7% |
| Municipal Bonds | $541,466,299 | 10.1% |
| U.S. Government/Agency | $718,381,032 | 13.4% |
| Total | $5,361,052,470 | 100.0% |