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FIRM PROFILE
Overview
AVISEN WEALTH MANAGEMENT, INC. is located at 3620 American River Drive Suite 145, Sacramento, CA 95864-7256 and was first established at San Francisco, Nevada in 01/31/2003. After operating for 23 years, AVISEN WEALTH MANAGEMENT, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of AVISEN WEALTH MANAGEMENT, INC.’s clients are individuals and 0% of their clients are high net worth individuals. AVISEN WEALTH MANAGEMENT, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at AVISEN WEALTH MANAGEMENT, INC. are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access AVISEN WEALTH MANAGEMENT, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at AVISEN WEALTH MANAGEMENT, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for AVISEN WEALTH MANAGEMENT, INC. Comes From
Understanding the Statistics for AVISEN WEALTH MANAGEMENT, INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
3620 American River Drive Suite 145, Sacramento, CA 95864-7256
3620 American River Drive Suite 145, Sacramento, CA 95864-7256
Small
(916) 480-2747
Nevada since 01/31/2003
Corporation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| BROWN, KENNETH ELVIN | PRINCIPAL/MUNI PRINCIPAL/CEO | 1014957 | |
| LEBARON, EDWARD WAYNE JR. | SHAREHOLDER | ||
| ROBELLO, ALAN WAYNE JR | PRESIDENT/GSP/FINOP/CFO/CCO/ | 1625027 | |
| ROBELLO, ALAN WAYNE JR | PFO, POO | 1625027 | |
| GLOBAL TRUST VENTURES, LLC | SHAREHOLDER | ||
| FEIL, TERRY GEORGE JR | SHAREHOLDER | 832849 | |
| KESSEL, MICHELLE JOANN | SHAREHOLDER | 2643908 |
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Advisor's working at AVISEN WEALTH MANAGEMENT, INC.
Alan Wayne Robello JR
Jason T Feil
Dusty Hoetger
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