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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-21-2023
- Office Locations
- 5
Office Locations
About Avise Financial
Avise Financial is an SEC-registered RIA cooperative that matches people with independent, fee-only CFP fiduciary planners and helps advisors start and operate their own firms. The advisors provide ongoing financial planning and portfolio management, often using mutual funds and ETFs. A key differentiator is Avise’s screened network where advisors pay the platform directly (not via client portfolios); custody includes Altruist and Schwab.
Team overview
Insights
Asset Classes
CRM
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
LEIGHANN ROSE MIKO
CO-CEO, Financial Advisor, Founder
- CRD
- #6093393
- Ownership
- 50% but less than 75%
KATRINA STRELOW SOELTER
Chief Compliance Officer, CO-CEO, FOUNDER
- CRD
- #6243614
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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UZIEL GOMEZ
--
- CRD
- #7774739
Theresa Marie Pablos
--
- CRD
- #7805757
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $169,438,931 | $335,523 |
| Non-Discretionary | $0 | -- |
| Total | $169,438,931 | $335,523 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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