Avaii Wealth Management, LLC

Overview

Avaii Wealth Management, LLC is an SEC registered investment adviser based in Appleton, WI, registered since 2018. It reports $603M in assets under management across 2,927 accounts, with 18 employees. It has 10 investment adviser representatives.

Reported AUM

$603M

Discretionary

99%

Accounts

2,927

Average account

$206K

Employees

18

Advisory reps

10

Registered since

2018

Jurisdictions

8

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 5

• Christian James Doule Managing Member CRD 5469878
• Joel Thomas Blattner Member, Director of Investments, Chief Compliance Officer CRD 5440787
• Benjamin Luke Baker Director of Tax Planning and Strategy CRD 8202026

2 more executive officers, with direct contact details

Advisory reps 3 of 10

• Joel T Blattner Insurance Agent · Investment Adviser Rep CRD 5440787
• Christian J Doule Insurance Agent · Investment Adviser Rep CRD 5469878
• William D Fenili Investment Adviser Rep CRD 2009408

7 more advisory reps, with emails, phones and branch locations

Location

Headquarters

2101 N Casaloma Dr
Appleton, WI 54913

County

Outagamie

Metro area

Appleton, WI

Region

Midwest

Registrations

• SEC registered
• Registered in 8 jurisdictions
• Website: avaii.com

Every state, with registration dates

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