Aventail Wealth Management, LLC

Overview

Aventail Wealth Management, LLC is a state registered investment adviser based in Winter Haven, FL, registered since 2016. It reports $49.4M in assets under management across 226 accounts, with 2 employees. It has 1 investment adviser representatives.

Reported AUM

$49.4M

Discretionary

100%

Accounts

226

Average account

$219K

Employees

2

Advisory reps

1

Registered since

2016

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Hourly Charges and Percentage of Assets

Executive officers 3 of 11

• Brian Curtis Ulch Managing Member, Portfolio Manager CRD 6596245
• Carol Lynn Shira Managing Member, Chief Compliance Officer CRD 6596246
• Curtis Lynne Ulch Non-Voting Shareholder CRD 6776099

8 more executive officers, with direct contact details

Advisory reps 1 of 1

• Brian Curtis Ulch Insurance Agent · Investment Adviser Rep CRD 6596245

Location

Headquarters

353 Avenue C SW
Winter Haven, FL 33880

County

Polk

Metro area

Lakeland-Winter Haven, FL

Region

South

Registrations

• State registered
• Registered in 1 jurisdiction
• Website: aventailwm.com

Every state, with registration dates

Similar firms near Winter Haven

• Ingram Advisory Services, LLCWinter Haven, FL$109M AUM
• Wells Global Investment Advisers LLCWinter Haven, FL$101M AUM
• IplanWinter Haven, FL$30.9M AUM
• Campbell & AssociatesWinter Haven, FL$11.3M AUM
• Wells Investments, Inc.Winter Haven, FL2 reps