Avisen Wealth Management Employee Directory

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

Find Avisen Wealth Management employees' phone numbers or email addresses

Avisen Wealth Management Global Highlights

Location
Employees

North America
15

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  • United States Of America
    15

Asia
1

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  • China
    1

Avisen Wealth Management's Leadership

  • Stylized image of a person
    M. K.
    Marketing And Operations Director
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  • Stylized image of a person
    D. E.
    Financial Executive
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  • Stylized image of a person
    D. H.
    Financial Planner
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  • Stylized image of a person
    T. F.
    Finance
    Phone icon

Contact profiles from Avisen Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. K.
    Marketing And Operations Director
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    D. E.
    Financial Executive
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    D. H.
    Financial Planner
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    T. F.
    Finance
    Phone icon
    UNITED STATES
    Jul 12, 2023

Frequently Asked Questions

What is Avisen Wealth Management known for?

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Avisen Wealth Management was founded in 2003 operates in the Investment Advice industry. The company's main headquarters is located in 3620 American River Drive, Suite 145 Sacramento, CA 95864, US; you can contact the main corporate office by phone at . Explore Avisen Wealth Management's company overview page for more information.

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

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Avisen Wealth Management employees' email format typically follows the pattern of . 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?

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Avisen Wealth Management has approximately 11 employees as of December 2025. These team members are located across 2 continents, including North AmericaAsia.

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

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As of December 2025, Avisen Wealth Management's key employees include:

  • Marketing And Operations Director: M. K.
  • Financial Executive: D. E.
  • Financial Planner: D. H.
  • Finance: T. F.

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