Avaii Wealth Management Employee Directory

Q: What is Avaii Wealth Management known for?

Avaii Wealth Management was founded in 2018. Avaii Wealth Management operates in the Financial Services industry.

Q: How many employees does Avaii Wealth Management have currently?

Avaii Wealth Management has approximately 16 employees.

Financial ServicesUnited States11-50 Employees

The word "avaii" can be traced back to Latin roots for “life plan” and that’s exactly what we provide.

When our partners founded Avaii Wealth Management, they did so based on a simple and common-sense approach to financial planning and wealth management – always put our clients first. As such, we craft actionable ideas based on your individual needs in a language you can understand. Together, we offer a clear, comprehensive, and individualized life planning strategy.

Whether your focus is on building a strong financial foundation or ensuring a secure and comfortable retirement, we're here to help you achieve your financial goals.

Find Avaii Wealth Management employees' phone numbers or email addresses

Avaii Wealth Management Global Highlights

North America
24

United States Of America
24

Avaii Wealth Management's Leadership

C. D.
President, Wealth Advisor
Mobile Phone
Email
D. J.
Partner, Wealth Advisor
Mobile Phone
Email
J. B.
Partner, Director Of Investments And Planning
Mobile Phone
Email
M. D. T.
Partner - Wealth Advisor
Mobile Phone
Email
J. R.
Vice President, Wealth Advisor
Mobile Phone
Email
B. B.
Tax Director
Mobile Phone
Email
M. M.
Director Of Operations
Mobile Phone
Email
J. B.
Director
Mobile Phone
Email

Contact profiles from Avaii Wealth Management

Name

Title

Contact Info

Location

Last Update

C. D.
President, Wealth Advisor
Mobile Phone
Email
United StatesWisconsin
Oct 31, 2025
D. J.
Partner, Wealth Advisor
Mobile Phone
Email
Jun 17, 2025
J. B.
Partner, Director Of Investments And Planning
Mobile Phone
Email
United StatesWisconsin
Oct 31, 2025
M. D. T.
Partner - Wealth Advisor
Mobile Phone
Email
United StatesWisconsin
Oct 31, 2025
J. R.
Vice President, Wealth Advisor
Mobile Phone
Email
Oct 22, 2024
B. B.
Tax Director
Mobile Phone
Email
United StatesWisconsin
Sep 08, 2025
M. M.
Director Of Operations
Mobile Phone
Email
United StatesWisconsin
Jul 20, 2025
J. B.
Director
Mobile Phone
Email
United StatesWisconsin
Oct 31, 2025
T. V.
Director Of Tax Planning & Strategy
Mobile Phone
Email
United StatesWisconsin
Oct 22, 2024
J. M.
Health And Wellness Coach
Mobile Phone
Email
United StatesWisconsin
Oct 17, 2025

Frequently Asked Questions

What is Avaii Wealth Management known for?

Avaii Wealth Management was founded in 2018 operates in the Financial Services industry. The company's main headquarters is located in 2101 N. Casaloma Drive, Appleton, WI 54913, US. Explore Avaii Wealth Management's company overview page for more information.

What is Avaii Wealth Management's most common email format?

Avaii Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Avaii Wealth Management email formats with LeadIQ.

How many employees does Avaii Wealth Management have currently?

Avaii Wealth Management has approximately 16 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Avaii Wealth Management's key employees and leadership?

As of October 2025, Avaii Wealth Management's key employees include:

President, Wealth Advisor: C. D.
Partner, Wealth Advisor: D. J.
Partner, Director Of Investments And Planning: J. B.
Partner - Wealth Advisor: M. D. T.
Vice President, Wealth Advisor: J. R.

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