What departments does Avisen Wealth Management have?

Avisen Wealth Management has employees across 2 departments including Operations, Finance.

What is the largest department at Avisen Wealth Management?

The largest department at Avisen Wealth Management is Finance with 2 employees.

Where are Avisen Wealth Management employees located globally?

Avisen Wealth Management has employees across 2 continents and 2 countries including China, United States Of America.

How has Avisen Wealth Management's team size changed over time?

Avisen Wealth Management's team has remained stable from approximately 13 to 13 employees based on available data.

Avisen Wealth Management Employee Directory

Investment AdviceCalifornia, United States11-50 Employees

Avisen Wealth Management is a Sacramento-based investment advisory firm offering a broad range of financial services, including traditional brokerage products, private client services, fee-based advisory, wealth management, and corporate services. The firm emphasizes personalized client service and independent investment research to help clients grow, protect, and conserve wealth through customized programs that address individual goals and needs. Serving a market that seeks guidance on investment decisions and comprehensive wealth planning, Avisen positions itself within the investment advice industry as a full-service firm dedicated to tailored solutions and ongoing advisory support. Established in the Sacramento region, the company operates with a local focus and aims to deliver a high level of service, backed by securities offered through Avisen Wealth Management, Inc., a member of FINRA/SIPC.

Avisen Wealth Management Global Highlights

North America
15

United States Of America
15

Asia
1

China
1

Avisen Wealth Management's Leadership

M. K.
Marketing And Operations Director
Mobile Phone
Email
D. E.
Financial Executive
Mobile Phone
Email
D. H.
Financial Planner
Mobile Phone
Email

Avisen Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Other

Contact profiles from Avisen Wealth Management

Name

Title

Contact

Location

Last Update

M. K.
Marketing And Operations Director
Mobile Phone
Email
Oct 17, 2024
D. E.
Financial Executive
Mobile Phone
Email
Oct 17, 2024
D. H.
Financial Planner
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Avisen Wealth Management known for?

Avisen Wealth Management was founded in 2003 and operates in the Investment Advice industry. You can contact Avisen Wealth Management's main corporate office by phone at

+1-775-284-****

. Explore Avisen Wealth Management's company overview page for more information.

What is Avisen Wealth Management's most common email format?

Avisen Wealth Management employees' email format typically follows the pattern of FLast@avisensecurities.com. Trying to find reliable and up-to-date employee contact data? Find more Avisen Wealth Management email formats with LeadIQ.

How many employees does Avisen Wealth Management have currently?

Avisen Wealth Management has approximately 12 employees as of September 2026. These team members are located across 2 continents, including North America and Asia.

Who are Avisen Wealth Management's key employees and leadership?

As of September 2026, Avisen Wealth Management's key employees include:

Marketing And Operations Director: M. K.
Financial Executive: D. E.
Financial Planner: D. H.

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Avisen Wealth Management Employee Directory

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