Insights

High Net Worth Focus Avier Wealth Advisors specializes in serving high-net-worth individuals and technology executives, particularly those from Microsoft, Amazon, and Intel, indicating opportunities to offer premium financial products and personalized wealth management solutions tailored to affluent tech professionals.

Comprehensive Expertise With a team comprising CFP® professionals and CFA® charterholders, the company emphasizes sophisticated advisory services, presenting potential for advanced investment products, estate planning, and specialized financial strategies to meet clients’ complex needs.

Technology Savvy Clients The firm’s focus on tech industry clients and its use of digital tools like Microsoft Clarity and Yoast SEO suggest a tech-forward approach, providing a pathway to engage with similar digitally adept clients through innovative online solutions and tech-based financial planning tools.

Growing Revenue Range With annual revenue between 25 to 50 million dollars, Avier Wealth Advisors demonstrates a scalable business model, opening opportunities to introduce expanding service lines, technology integrations, or strategic partnerships aimed at growth and higher-value clients.

Local and Digital Presence Operating from offices in Bellevue and Lake Oswego with a strong online presence, there are prospects for outreach to affluent clients in the Pacific Northwest and beyond through targeted digital marketing, webinars, and virtual financial planning offerings.

Avier Wealth Advisors Tech Stack

Avier Wealth Advisors uses 8 technology products and services including Linkedin Insight Tag, Site Kit, Microsoft Clarity, and more. Explore Avier Wealth Advisors's tech stack below.

  • Linkedin Insight Tag
    Analytics
  • Site Kit
    Analytics
  • Microsoft Clarity
    Analytics
  • JSON-LD
    Javascript Frameworks
  • jQuery Migrate
    Javascript Libraries
  • PHP
    Programming Languages
  • Yoast SEO Premium
    Search Engines
  • GoDaddy
    Web Hosting

Media & News

Avier Wealth Advisors's Email Address Formats

Avier Wealth Advisors uses at least 1 format(s):
Avier Wealth Advisors Email FormatsExamplePercentage
First@avieradvisors.comJohn@avieradvisors.com
41%
First.Last@avieradvisors.comJohn.Doe@avieradvisors.com
15%
Last@avieradvisors.comDoe@avieradvisors.com
3%
First@avieradvisors.comJohn@avieradvisors.com
41%

Frequently Asked Questions

Where is Avier Wealth Advisors's headquarters located?

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Avier Wealth Advisors's main headquarters is located at 10655 Northeast 4th Street, Suite 500. The company has employees across 1 continents, including North America.

What is Avier Wealth Advisors's phone number?

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You can contact Avier Wealth Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Avier Wealth Advisors's official website and social media links?

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Avier Wealth Advisors's official website is avieradvisors.com and has social profiles on LinkedIn.

What is Avier Wealth Advisors's SIC code NAICS code?

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Avier Wealth Advisors's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Avier Wealth Advisors have currently?

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As of December 2025, Avier Wealth Advisors has approximately 22 employees across 1 continents, including North America. Key team members include Director Of Portfolio Management: M. F.Director Of Portfolio Management: M. F.Lead Advisor: A. K.. Explore Avier Wealth Advisors's employee directory with LeadIQ.

What industry does Avier Wealth Advisors belong to?

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Avier Wealth Advisors operates in the Financial Services industry.

What technology does Avier Wealth Advisors use?

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Avier Wealth Advisors's tech stack includes Linkedin Insight TagSite KitMicrosoft ClarityJSON-LDjQuery MigratePHPYoast SEO PremiumGoDaddy.

What is Avier Wealth Advisors's email format?

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Avier Wealth Advisors's email format typically follows the pattern of First@avieradvisors.com. Find more Avier Wealth Advisors email formats with LeadIQ.

Avier Wealth Advisors

Financial ServicesWashington, United States11-50 Employees

Avier Wealth Advisors provides comprehensive financial planning and investment advisory services on a fee-only basis to individuals and families. As a Fiduciary, we are committed and legally obligated to provide advice that is in in your best interest. We strive to build enduring partnerships based on mutual trust, shared values, and sound investment strategies. 

Our team works with many Microsoft, Amazon, and Intel executives to help them maximize their corporate benefits. Our expertise in this area, combined with our comprehensive approach to investment and financial planning enables tech employees to leverage and align their benefits with their long-term financial goals. 

We pride ourselves on a culture of collaboration and education, which is reflected in our level of highly credentialed staff. We have 7 CFP® professionals and 4 CFA® charterholders. 

If you're interested in learning more, we'd love to hear from you. Please schedule a time for a call or send us an email: 

Bellevue Office Phone: (425) 467-1011 
Lake Oswego Office Phone: (503) 726-0374

Email: info@avieradvisors.com 

Schedule a 15 minute conversation to discuss your needs 
https://calendly.com/avier-prospect/introductory-phone-call

We look forward to meeting you!

The content posted to this page is for illustrative purposes only. Individual situations may vary. Please consult your advisor to determine if the scenarios discussed on this page are right for you. Investment Advisory services offered through Avier Wealth Advisors.

Testimonials on this page are uncompensated. To the best of our knowledge, free of conflict.

Section iconCompany Overview

Headquarters
10655 Northeast 4th Street, Suite 500
Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    Avier Wealth Advisors's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Avier Wealth Advisors's revenue is estimated to be in the range of $25M$50M

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