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Gathering insights about Avisen Wealth Management

Avisen Wealth Management Tech Stack

Avisen Wealth Management uses 8 technology products and services including Calendly, Amazon Web Services, Open Graph, and more. Explore Avisen Wealth Management's tech stack below.

  • Calendly
    Appointment Scheduling
  • Amazon Web Services
    Cloud Hosting
  • Open Graph
    Content Management System
  • Microsoft 365
    Email
  • Google Tag Manager
    Tag Management
  • YouTube
    Video Players
  • Express
    Web Frameworks
  • GoDaddy
    Web Hosting

Media & News

Avisen Wealth Management's Email Address Formats

Avisen Wealth Management uses at least 2 format(s):
Avisen Wealth Management Email FormatsExamplePercentage
FLast@avisensecurities.comJDoe@avisensecurities.com
100%

Frequently Asked Questions

Where is Avisen Wealth Management's headquarters located?

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Avisen Wealth Management's main headquarters is located at 3620 American River Drive, Suite 145 Sacramento, CA 95864, US. The company has employees across 2 continents, including North AmericaAsia.

What is Avisen Wealth Management's phone number?

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You can contact Avisen Wealth Management'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 Avisen Wealth Management's official website and social media links?

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Avisen Wealth Management's official website is avisenwealth.com and has social profiles on LinkedIn.

What is Avisen Wealth Management's NAICS code?

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Avisen Wealth Management's NAICS code is 52393 - Investment Advice.

How many employees does Avisen Wealth Management have currently?

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As of December 2025, Avisen Wealth Management has approximately 11 employees across 2 continents, including North AmericaAsia. Key team members include Marketing And Operations Director: M. K.Financial Executive: D. E.Financial Planner: D. H.. Explore Avisen Wealth Management's employee directory with LeadIQ.

What industry does Avisen Wealth Management belong to?

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Avisen Wealth Management operates in the Investment Advice industry.

What technology does Avisen Wealth Management use?

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Avisen Wealth Management's tech stack includes CalendlyAmazon Web ServicesOpen GraphMicrosoft 365Google Tag ManagerYouTubeExpressGoDaddy.

What is Avisen Wealth Management's email format?

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Avisen Wealth Management's email format typically follows the pattern of FLast@avisensecurities.com. Find more Avisen Wealth Management email formats with LeadIQ.

When was Avisen Wealth Management founded?

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Avisen Wealth Management was founded in 2003.

Avisen Wealth Management

Investment AdviceUnited States11-50 Employees

Avisen Wealth Management (formally Avisen Securities) is a full-service investment securities firm founded on personalized client service and original independent investment advice and research.  The firm offers clients an expansive array of quality investment products and services including traditional brokerage products, private client services, fee-based advisory, wealth management services and corporate services. 

Our customized programs are designed to grow, protect, and conserve our client`s wealth by delivering an unprecedented level of personalized service and expertise.  We encourage you to explore our site and learn more about the services we provide.

DISCLAIMER: Securities offered through Avisen Wealth Management, Inc. (member FINRA/SIPC). Posts on the LinkedIn social network should NOT be construed as a solicitation, offer, or recommendation, to acquire or dispose of any investment or to engage in any other transaction. While reasonable efforts are used to obtain information from sources deemed to be reliable, nothing contained on LinkedIn, in group conversations, or in the answers section constitutes investment, financial, legal, tax or other advice, nor is it to be relied on in making an investment or other decisions. Avisen Wealth Management expressly disclaims all liability for actions taken or not taken based on any or all of the contents on LinkedIn. Updates and posts are commentary only. Third-party posts do not reflect the views of Avisen Wealth Management and have not been reviewed by the Firm for accuracy. Full disclaimer and guidelines can be found at https://avisenwealth.com/social-media-guidelines

Section iconCompany Overview

Headquarters
3620 American River Drive, Suite 145 Sacramento, CA 95864, US
Phone number
NAICS Code
52393 - Investment Advice
Founded
2003
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

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

Section iconFunding & Financials

  • $25M$50M

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

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