Where are Aventail Wealth Management, LLC employees located globally?

Aventail Wealth Management, LLC has employees across 1 continents and 1 countries including United States Of America.

How has Aventail Wealth Management, LLC's team size changed over time?

Aventail Wealth Management, LLC's team has decreased from approximately 3 to 2 employees based on available data.

Aventail Wealth Management, LLC Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Aventail Wealth Management, LLC is a financial services firm based in Winter Haven, Florida. It provides wealth management services aimed at protecting and growing clients' wealth by combining extensive experience with the flexibility to accommodate each client's life circumstances. The firm's approach emphasizes long-term, holistic planning designed to support financial well-being across clients' lifetimes.

The company employs a small team and serves individuals seeking tailored guidance in wealth management within the Florida market. The description notes involvement of a senior portfolio manager in client engagements, suggesting a hands-on leadership approach. More information about the firm can be found on its website at aventailwm.com.

Aventail Wealth Management, LLC Global Highlights

North America
3

United States Of America
3

Aventail Wealth Management, LLC's Leadership

C. S.
Executive Vice President & Chief Compliance Officer
Mobile Phone
Email
B. U.
Managing Member
Mobile Phone
Email
H. J.
Client Relationship Officer
Mobile Phone
Email

Aventail Wealth Management, LLC Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Aventail Wealth Management, LLC

Name

Title

Contact

Location

Last Update

C. S.
Executive Vice President & Chief Compliance Officer
Mobile Phone
Email
United StatesFlorida
Jun 30, 2026
B. U.
Managing Member
Mobile Phone
Email
United StatesFlorida
Jun 08, 2026
H. J.
Client Relationship Officer
Mobile Phone
Email
United StatesFlorida
Sep 17, 2025

Frequently Asked Questions

What is Aventail Wealth Management, LLC known for?

Aventail Wealth Management, LLC was founded in 2015 operates in the Financial Services industry. Explore Aventail Wealth Management, LLC's company overview page for more information.

What is Aventail Wealth Management, LLC's most common email format?

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

How many employees does Aventail Wealth Management, LLC have currently?

Aventail Wealth Management, LLC has approximately 2 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Aventail Wealth Management, LLC's key employees and leadership?

As of August 2026, Aventail Wealth Management, LLC's key employees include:

Executive Vice President & Chief Compliance Officer: C. S.
Managing Member: B. U.
Client Relationship Officer: H. J.

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Aventail Wealth Management, LLC Employee Directory

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