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Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-21-2023
- Office Locations
- 6
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.
Reported data analysis
What the numbers show
Between December 23, 2025 and June 22, 2026, reported AUM increased 34.6%, from $125.9M to $169.4M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 228 clients, or 38 clients per representative. That equates to $743.2K in reported AUM per client.
The profile lists 6 reported office locations and 2 years in operation. The source data was last updated on June 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- CRM
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full Avise Financial record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
Amy Tori Marietta
--
- CRD
- #8027339
Showing 2 of 7 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
SMA allocation detail is available
Avise Financial has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Avise Financial's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.