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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Pathway vertex
- Established Date
- 09-10-2009
- Office Locations
- 1
Office Locations
About Avista Wealth Management
Avista Wealth Management (founded 2009) serves individuals, families, and small business owners with $500k+ in investable assets, providing managed portfolios, retirement-focused financial planning, and insurance/annuity risk management. Its approach blends structured, risk-based models with customized portfolios aimed at tax efficiency and volatility hedging. For accredited investors with $1M+ portfolios, it offers alternatives such as private equity/credit and structured notes/options. Custody via Pershing.
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Accredited Investors
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Owner & Executives
Glenn Michael Farkas
Investment Advisor, President
- CRD
- #4451861
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,900,000 | -- |
| Non-Discretionary | $4,000,000 | -- |
| Total | $31,900,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $31,900,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $385,808,949 | 34.6% |
| Cash | $180,638,872 | 16.2% |
| Public Funds | $548,606,946 | 49.2% |
| Total | $1,115,054,767 | 100.0% |