Aventail Wealth Management, LLC
Aventail Wealth Management, LLC (CRD# 282467) is a financial advisory firm headquartered in Winter Haven, FL. They manage $34,567,993 in 237 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management35MILLION
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Total Number of Accounts237ACCOUNTS
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Average Account Value$145,857
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Aventail Wealth Management, LLC
1
Brian Ulch (CRD# 6596245) is an Investment Advisor Representative working at Aventail Wealth Management, LLC in Winter Haven, FL and has over 8 years of experience in the finance industry.
2
Austin Tharp (CRD# 7226410) is an Investment Advisor Representative working at Aventail Wealth Management, LLC in Winter Haven, FL and has over 3 years of experience in the finance industry.
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