Angela Sorensen

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CRD#: 5676206

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Angela Sorensen, CFP®, who also goes by Angela Miller, Angela Christine Miller, was a registered financial professional .

Angela is a previously registered financial professional and started their career in finance in 2019. Angela had worked at 2 firms and has passed the Series 65 exam.

Biography

My goal is to develop a meaningful connection between your financial goals and life goals. I want to hear your story, take what I learn, and use it as the foundation for building your plan. As a CERTIFIED FINANCIAL PLANNER™ professional, I want to help you gain the financial freedom to do the things you want, when you want, with the people who mean the most to you.

A little about Angela:

I recently moved to Washington, after spending several years on the east coast. 
My husband and I love spoiling and spending time with our dog, Alpha. 
I love to go out and explore areas around our new home in Black Diamond.
I will always be a die-hard 4th generation Pittsburgh Steelers fan. My Boston wedding was even influenced with a black (grey) and gold color theme & “Terrible Towel” entrance. 
In my spare time I am an avid bocce player and enjoy daily rides on my Peloton.
Schedule a 15-minute call with Angela


Education
Bachelor of Science in Finance, International Business, and Economics – Clarion University of Pennsylvania
Master of Business Administration (MBA) – University of Maryland
Graduate Certificate in Accounting – Suffolk University

Question & Answer

What are your service offerings?

Comprehensive financial planni...

Maximizing company compensatio...

Social Security optimization a...

ESG and Socially Responsible I...

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Aliases

Angela Miller | Angela Christine Miller

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Past

April 27, 2021 - February 26, 2025

AVIER WEALTH ADVISORS

RIA

CRD#: 161077

BELLEVUE, WA

Past

July 20, 2019 - June 17, 2021

WINTHROP PARTNERS - WPA , LLC

RIA

CRD#: 282102

Pittsburgh, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AVIER WEALTH ADVISORS

AVIER WEALTH ADVISORS | RETIREMENT ASSET MANAGEMENT | RAM INVESTMENT PARTNERS, LLC

CRD#: 161077 / SEC#: 801-73301

RIA

Registered Investment Advisory firm - (3/14/2012 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/20/2019

Uniform Investment Adviser Law Examination

Current Firm

AVIER WEALTH ADVISORS

AVIER WEALTH ADVISORS | RETIREMENT ASSET MANAGEMENT | RAM INVESTMENT PARTNERS, LLC

CRD#: 161077 / SEC#: 801-73301

RIA

Registered Investment Advisory firm - (3/14/2012 Approved)

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Contact information

Main Address

10655 Ne 4th Street Suite 500, Bellevue, WA 98004

Mailing Address

Phone number

(425) 467-1011

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AVIER WEALTH ADVISORS ADV PART 2 10.29.2025 (11/5/2025)

Regulatory assets under management

Total Number of Accounts	2,477
AUM (Assets Under Management)	$ 964,391,865

Red Flags

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Contact information

(xxx) xxx-xxxx

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Angela Sorensen

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

AVIER WEALTH ADVISORS

WINTHROP PARTNERS - WPA , LLC

Primary Firm SEC Registration

AVIER WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 7/20/2019

Current Firm

AVIER WEALTH ADVISORS

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AVIER WEALTH ADVISORS

TRUST BUT VERIFY

Contact information

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