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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-11-2018
- Office Locations
- 1
Office Locations
About Avenues Wealth, LLC
Avenues Wealth is a Winter Park, FL fee-only, independent RIA offering wealth management and financial planning. The firm emphasizes objective, unbiased advice and behavioral finance discipline. Portfolios are implemented largely with ETFs and other public funds. The practice is listed on NAPFA and the Fee Only Network and custodies with Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 97.4% is discretionary and 2.6% is non-discretionary.
The firm reports 1 advisory representatives and 60 clients, or 60 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on March 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
- Custodian
- Investment Themes
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Owner & Executives
JEFFREY DAVID NIELSON
Chief Compliance Officer, Managing Member, Wealth Management Consultant
- CRD
- #2911104
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $79,371,436 | -- |
| Non-Discretionary | $2,132,538 | -- |
| Total | $81,503,974 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Avenues Wealth, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.