What departments does Avery Wealth, Inc. have?

Avery Wealth, Inc. has employees across 1 departments including Finance.

What is the largest department at Avery Wealth, Inc.?

The largest department at Avery Wealth, Inc. is Finance with 2 employees.

Where are Avery Wealth, Inc. employees located globally?

Avery Wealth, Inc. has employees across 1 continents and 1 countries including United States Of America.

How has Avery Wealth, Inc.'s team size changed over time?

Avery Wealth, Inc.'s team has grown from approximately 5 to 6 employees based on available data.

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Avery Wealth, Inc. Employee Directory

Financial ServicesMichigan, United States2-10 Employees

Avery Wealth, Inc. is a financial services firm that provides wealth advisory services through CWM, LLC, an SEC-registered investment advisor. It operates within Carson Partners, a nationwide division of CWM, LLC, connecting it with a broader network of advisors. The firm emphasizes a client-centered approach, starting from a Discovery Meeting to understand personal goals, assets, and challenges, to shape tailored financial strategies.

Based in Jackson, Michigan, Avery Wealth maintains a fiduciary obligation and seeks to reflect clients' life objectives in their investment portfolios. It presents itself as a small, relationship-focused advisory practice within the financial services industry, prioritizing individualized wealth-management solutions.

Avery Wealth, Inc. Global Highlights

North America
6

United States Of America
6

Avery Wealth, Inc.'s Leadership

D. R.
Financial Planner | Wealth Coach | Social Security Planning | 401k Benchmarking | Investment Advisor
Mobile Phone
Email
B. O.
Certified Financial Planner
Mobile Phone
Email

Avery Wealth, Inc. Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Avery Wealth, Inc.

Name

Title

Contact

Location

Last Update

D. R.
Financial Planner | Wealth Coach | Social Security Planning | 401k Benchmarking | Investment Advisor
Mobile Phone
Email
United StatesMichigan
Jul 03, 2026
B. O.
Certified Financial Planner
Mobile Phone
Email
United StatesMichigan
Jun 03, 2026

Frequently Asked Questions

What is Avery Wealth, Inc. known for?

Avery Wealth, Inc. was founded in 2003 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-517-783-****

. Explore Avery Wealth, Inc.'s company overview page for more information.

What is Avery Wealth, Inc.'s most common email format?

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

How many employees does Avery Wealth, Inc. have currently?

Avery Wealth, Inc. has approximately 5 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Avery Wealth, Inc.'s key employees and leadership?

As of August 2026, Avery Wealth, Inc.'s key employees include:

Financial Planner | Wealth Coach | Social Security Planning | 401k Benchmarking | Investment Advisor: D. R.
Certified Financial Planner: B. O.

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Avery Wealth, Inc. Employee Directory

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