$1.2B Total AUM
$948.1M Disc. AUM
-- 3Y CAGR
20 Employees
583 ADV. Clients
14 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- HarborFrontier +more
- Established Date
- 03-14-2012
- Office Locations
- 6
Office Locations
10655 NE 4TH Street Suite 500 Bellevue WA
-- Austin TX
-- Chandler AZ
About Avier Wealth Advisors
Avier Wealth Advisors is a Bellevue, WA RIA built for tech-industry professionals and their families, with specialized guidance on offer letters, benefits, and equity compensation/vesting. The team provides integrated financial planning—cash flow, tax and compensation planning—alongside ongoing investment advisory and portfolio construction. Custody commonly through Schwab and Fidelity.
Team overview
40 AVG AGE
$74.2M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
5.7 yrs AVG TENURE
20 Employees
16 Advisory Reps
14 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Matrix Matrix Momentum ember Glacier summit
Client Personas
Fusion ember Insight
Custodian
Focus fusion Meridian capital Wave Momentum crest Bridge eagle Signal Bridge zenith Optima radial
Fund Managers
Catalyst
Investment Themes
North Legacy insight Matrix vector Foundation pathway
Investment Vehicles
Delta Vertex focus Insight horizon
Platform
Meridian peak Insight
Services
Legacy pioneer Foundation Element vector Peak summit Pioneer Pioneer harbor Radial Foundation vector Horizon insight Wave Prime ridge Value Momentum
Technology
Pathway delta Oak Focus meridian Prime bridge
Owner & Executives
D
DAVID KEITH WELTY
MANAGING DIRECTOR
- CRD
- #2685163
- Ownership
- 25% but less than 50%
(577) 797-1361
glacier.fusion@frontiercapital.com
in linkedin.com/in/focus-atlas
J
JOHN PRESTON OSSEWARD
Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- #6319061
- Ownership
- 10% but less than 25%
(656) 255-4363
bridge.prime@vertexcapital.com
in linkedin.com/in/peak-capital
E
Eagle vertex
North insight
- CRD
- #97488
- Ownership
- 45.0%
(771) 779-5276
momentum.alpha@focuscapital.com
in linkedin.com/in/wave-momentum
Showing 2 of 5 owners & executives
Unlock allContacts
K
Kaitlynn Ann Marie Burnett
--
- CRD
- #8260677
(855) 510-9402
meridian.peak@pathwaycapital.com
in linkedin.com/in/momentum-pioneer
A
Alexander James Castaneda
Associate Advisor
- CRD
- #7117786
(959) 740-7172
beacon.zenith@optimacapital.com
in linkedin.com/in/fusion-vital
G
Glacier alpha
Pathway radial
- CRD
- #17896
(526) 345-2362
legacy.bridge@catalystcapital.com
in linkedin.com/in/frontier-alpha
Showing 2 of 16 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $948,136,442 | $467,292 |
| Non-Discretionary | $239,193,879 | $413,116 |
| Total | $1,187,330,321 | $455,265 |
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Separately Managed Accounts
Total SMA Asset: $1,187,330,321
Public Funds:
23.4% Equity - Exchange:
33.9% Cash:
12.1% Private Funds:
30.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $434,605,015 | 23.4% |
| Equity - Exchange | $629,620,086 | 33.9% |
| Cash | $224,731,653 | 12.1% |
| Private Funds | $568,329,634 | 30.6% |
| Total | $1,857,286,388 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ZENITH INSIGHT RIDGE | PATHWAY PRIME | 0HWU91OY7 | VVDAV | 6.65% | $100,446,360 |
| QUANTUM LEGACY OAK | VALUE PEAK | 412G8J1ZJ | WHR | 6.39% | $55,503,310 |
| BEACON ATLAS | DELTA RIDGE | UMM8MA44Z | NFBI | 7.43% | $65,858,722 |
| MOMENTUM RADIAL HORIZON | INSIGHT HORIZON | TZMQN0CPW | QCDPB | 10.81% | $15,873,677 |
| FOCUS QUANTUM | FRONTIER ZENITH | UJR51AXFU | ZAC | 6.39% | $7,231,361 |
| OPTIMA NORTH | BRIDGE NORTH | HJFHZKDCC | DCG | 7.62% | $29,251,366 |
| HORIZON ATLAS CAPITAL | NORTH VITAL | 49MOIFI2D | UEV | 2.17% | $94,711,813 |
| TIMBER PIONEER EAGLE | OAK CREST | FUY2PYCVW | LVA | 5.11% | $30,689,502 |