Avaii Wealth Management, Llc
- Regulatory AUM
- $603M
- Discretionary
- $594M
- Clients
- 995
- Avg AUM / client
- $606K
- Accounts
- 2,927
- Employees
- 18
AUM over time
Annual snapshots from Form ADV filings · as of Jul 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 802 | $268M | 44.5% |
| High net worth individuals | 184 | $316M | 52.5% |
| Pension and profit sharing plans | 9 | $16.4M | 2.72% |
| Charitable organizations | Fewer than 5 clients | $2.0M | 0.33% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Neuroscience Group Of Northeast Wisconsin,S.C. Profit Sharing Plan And Trust Neuroscience Group Of Northeast Wisconsin, S.C. | 2024 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christian James Doule | Managing Member / Wealth Management Advisor | Jul 2018 (8y) | 50% – 75% | |
| Joel Thomas Blattner | Member / Director Of Investments / Chief Compliance Officer | CFP | Jul 2018 (8y) | Less than 5% |
| Mark David Truettner | Member / Wealth Management Advisor | Sep 2018 (8y) | 10% – 25% | |
| David Robert Jensen | Member / Wealth Advisor | CFP | Jul 2024 (2y) | 10% – 25% |
| William D Fenili | Registered representative | Aug 2021 (5y) | ||
| Charity Lynn Schiltz | Registered representative | Sep 2023 (3y) | ||
| Mark Anthony Nelessen | Registered representative | Dec 2024 (2y) | ||
| Kole Purtell | Registered representative | Apr 2025 (1y) | ||
| Claus Peter Kerntke | Registered representative | CFP | Jul 2025 (1y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Neuroscience Group Of Northeast Wisconsin,S.C. Profit Sharing Plan And Trust | Neuroscience Group Of Northeast Wisconsin, S.C. | 174 | $32.6M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/01/2026 | 900 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $425M (71% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 01, 2026.
View current Form ADV (SEC/IAPD) ↗