What departments does Avier Wealth Advisors have?

Avier Wealth Advisors has employees across 1 departments including Finance.

What is the largest department at Avier Wealth Advisors?

The largest department at Avier Wealth Advisors is Finance with 1 employees.

Where are Avier Wealth Advisors employees located globally?

Avier Wealth Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Avier Wealth Advisors's team size changed over time?

Avier Wealth Advisors's team has grown from approximately 22 to 24 employees based on available data.

Avier Wealth Advisors Employee Directory

Financial ServicesWashington, United States11-50 Employees

Avier Wealth Advisors provides fee-only financial planning and investment advisory services for individuals and families. As a fiduciary, the firm is legally obligated to offer advice that is in clients' best interests. Its approach emphasizes enduring partnerships built on mutual trust, shared values, and sound investment strategies, and it has specialized experience helping technology sector executives—including leaders at Microsoft, Amazon, and Intel—maximize their corporate benefits in line with long-term financial goals.

The firm is based in Bellevue, Washington, and maintains a second office in Lake Oswego, Oregon. Its culture is described as collaborative and educational, supported by credentialed professionals, including seven CFP® professionals and four CFA charterholders.

Avier Wealth Advisors Global Highlights

North America
28

United States Of America
28

Avier Wealth Advisors's Leadership

A. S.
Managing Partner
Mobile Phone
Email
A. K.
Partner | Lead Advisor
Mobile Phone
Email
M. F.
Director Of Portfolio Management
Mobile Phone
Email
M. F.
Director Of Portfolio Management
Mobile Phone
Email
R. M.
Senior Client Service Associate
Mobile Phone
Email
K. T.
Associate Advisor
Mobile Phone
Email
M. Y.
Associate Financial Advisor
Mobile Phone
Email
S. M.
Associate Advisor
Mobile Phone
Email

Avier Wealth Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Legal
Program & Project Management
Accounting
Administrative
Other
Community & Social Services

Contact profiles from Avier Wealth Advisors

Name

Title

Contact Info

Location

Last Update

A. S.
Managing Partner
Mobile Phone
Email
United StatesOregon
Mar 12, 2026
A. K.
Partner | Lead Advisor
Mobile Phone
Email
United StatesOregon
May 06, 2026
M. F.
Director Of Portfolio Management
Mobile Phone
Email
United States
May 06, 2026
M. F.
Director Of Portfolio Management
Mobile Phone
Email
May 05, 2026
R. M.
Senior Client Service Associate
Mobile Phone
Email
May 06, 2026
K. T.
Associate Advisor
Mobile Phone
Email
United States
Sep 18, 2024
M. Y.
Associate Financial Advisor
Mobile Phone
Email
United States
Jul 25, 2024
S. M.
Associate Advisor
Mobile Phone
Email
United StatesOregon
Oct 17, 2024

Frequently Asked Questions

What is Avier Wealth Advisors known for?

Avier Wealth Advisors operates in the Financial Services industry. The company's main headquarters is located in 10655 Northeast 4th Street Suite 500 Bellevue, Washington 98004 United States; you can contact the main corporate office by phone at

+1-425-467-****

. Explore Avier Wealth Advisors's company overview page for more information.

What is Avier Wealth Advisors's most common email format?

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

How many employees does Avier Wealth Advisors have currently?

Avier Wealth Advisors has approximately 24 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Avier Wealth Advisors's key employees and leadership?

As of June 2026, Avier Wealth Advisors's key employees include:

Managing Partner: A. S.
Partner | Lead Advisor: A. K.
Director Of Portfolio Management: M. F.
Director Of Portfolio Management: M. F.
Senior Client Service Associate: R. M.

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Avier Wealth Advisors Employee Directory

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