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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Legacy peak
- Established Date
- 12-01-2015
- Office Locations
- 1
Office Locations
About Aventail Wealth Management, LLC
Aventail Wealth Management is a fiduciary wealth management firm providing investment management and financial planning, including retirement planning, insurance solutions, asset allocation, business succession, and charitable giving. The team emphasizes diversified portfolios tailored to client goals, with experience spanning 50+ years. Public filings indicate meaningful use of ETFs and mutual funds, and custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Carol Lynn Shira
Chief Compliance Officer, EXECUTIVE VICE PRESIDENT, Managing Member, Vice President
- CRD
- --
- Ownership
- 25% but less than 50%
Brian Curtis Ulch
Managing Member, PORTFOLIO MANAGER, President
- CRD
- #6596245
- Ownership
- 25% but less than 50%
Fusion quantum
Insight wave
- CRD
- #56409
- Ownership
- 22.5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,438,011 | -- |
| Non-Discretionary | $0 | -- |
| Total | $49,438,011 | -- |
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Separately Managed Accounts
Total SMA Asset: $49,438,011
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $155,795,907 | 9.7% |
| Public Funds | $507,541,304 | 31.6% |
| Cash | $554,119,462 | 34.5% |
| Municipal Bonds | $388,686,695 | 24.2% |
| Total | $1,606,143,368 | 100.0% |