A
$621.3M Total AUM
$570.4M Disc. AUM
-- 3Y CAGR
9 Employees
929 ADV. Clients
27 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Horizon
- Established Date
- 03-22-1999
- Office Locations
- 6
Office Locations
100 Airport Road Suite 200 Selinsgrove PA
11900 NE 1ST Street Suite 300 Bellevue WA
224 Liberty Street, Suite B Warren PA
About Aviso Wealth Management
Aviso Financial, LLC / Aviso Wealth Management is an independent wealth advisory group with offices across the U.S., delivering objective advice, financial planning, and investment management. The team builds personalized recommendations using time-tested and proprietary research methods to help clients pursue goals such as retirement and business transitions while managing market risk. Portfolios commonly use ETFs and mutual funds, with custody support via firms such as Schwab.
Team overview
40 AVG AGE
$69.0M AVG AUM / ADVISOR
$668.8K AVG AUM / CLIENT
5.7 yrs AVG TENURE
9 Employees
9 Advisory Reps
9 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
Ember Momentum Insight Beacon
Client Personas
Alpha signal Alpha ridge
Custodian
Wave Catalyst Meridian prime Pathway oak Radial Pathway Legacy meridian Matrix
Investment Themes
Catalyst Meridian capital Vector
Investment Vehicles
Element eagle
Platform
Momentum Signal oak Insight
Services
Pioneer focus Ember Radial optima Wave pioneer Wave Element fusion Atlas Pathway
Technology
Catalyst
Owner & Executives
J
JOSEPH ALAN PERRY
President
- CRD
- #2683158
- Ownership
- 75% or more
(845) 819-4517
unison.signal@embercapital.com
in linkedin.com/in/timber-peak
WILLIAM BASIL VERRILL
VICE PRESIDENT
- CRD
- #4663870
- Ownership
- 5% but less than 10%
(254) 425-5894
element.capital@quantumcapital.com
in linkedin.com/in/bridge-optima
G
Glacier summit
Ridge alpha element
- CRD
- #87848
- Ownership
- 49.4%
(950) 311-9409
meridian.pioneer@radialcapital.com
in linkedin.com/in/meridian-element
Showing 2 of 3 owners & executives
Unlock allContacts
B
Bryant William Boswell
--
- CRD
- #7582247
(553) 627-4606
pioneer.eagle@insightcapital.com
in linkedin.com/in/value-ember
D
DIANA KON
--
- CRD
- #6053108
(542) 635-7165
meridian.insight@horizoncapital.com
in linkedin.com/in/horizon-signal
O
Optima summit
Vector signal
- CRD
- #46277
(387) 614-7821
momentum.wave@foundationcapital.com
in linkedin.com/in/pioneer-horizon
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $570,363,414 | $287,192 |
| Non-Discretionary | $50,932,144 | $243,694 |
| Total | $621,295,558 | $283,050 |
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Separately Managed Accounts
Total SMA Asset: $621,295,558
Public Funds:
21.2% Equity - Exchange:
18.8% Cash:
13.9% Corporate - Investment Grade:
13.5% Municipal Bonds:
18.8% U.S. Government/Agency:
13.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $649,713,603 | 21.2% |
| Equity - Exchange | $576,161,120 | 18.8% |
| Cash | $425,991,466 | 13.9% |
| Corporate - Investment Grade | $413,732,719 | 13.5% |
| Municipal Bonds | $576,161,120 | 18.8% |
| U.S. Government/Agency | $422,926,779 | 13.8% |
| Total | $3,064,686,807 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VITAL CATALYST | INSIGHT ZENITH | 6STPCKTBV | ADZBS | 9.96% | $114,325,541 |
| SUMMIT PATHWAY VITAL | PRIME VERTEX | ANAJVCEBT | MLUFP | 10.16% | $5,223,658 |
| LEGACY FOUNDATION SIGNAL | MERIDIAN NORTH | VN3MMMLVK | YDJPQ | 6.94% | $33,790,556 |
| FUSION INSIGHT | SUMMIT BRIDGE | JTCIC7WOJ | LCRP | 5.27% | $63,106,790 |
| OPTIMA OPTIMA FRONTIER | NORTH INSIGHT | H6UTL9EIP | PXHNC | 6.01% | $110,233,630 |
| RIDGE LEGACY | RIDGE BRIDGE | MNWCDOFK1 | ETD | 9.85% | $91,305,126 |
| TIMBER MOMENTUM PRIME | HORIZON CREST | OR7SXMZNW | JUT | 2.83% | $7,543,304 |
| CREST SIGNAL | ALPHA TIMBER | NVUPNGARG | EZO | 6.98% | $3,249,832 |