AVERY WEALTH, INC.
Adviser information for AVERY WEALTH, INC. last updated from Form ADV on March 1st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Michigan, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,040 | $201.7M |
| Non-Discretionary | 0 | $0 |
| Total | 1,040 | $201.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 335 | $97.6M |
| HNW Individuals | 49 | $91.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 10 | $12.4M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-120078 |
|---|---|
| SEC ERA File Number | 801-120078 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 147943 |
| Legal Entity Identifier | None |
Principal Office
2727 SPRING ARBOR ROADJACKSON
MI
United States
Monday - Friday, 9:00-5:00 MON-THURS; 9:00-1:00 FRI
Tel: 517-783-1695, Fax: AVAIL UPON REQUEST
Chief Compliance Officer
DANIEL A. REESE
PRESIDENT AND CHIEF COMPLIANCE OFFICER
2727 SPRING ARBOR ROAD
JACKSON
MI
United States
Tel:
(517) 783-1695
Fax:
AVAIL UPON REQUEST
D*****@**************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| REESE, DANIEL, AVERY | Individual | – | PRESIDENT AND CHIEF COMPLIANCE OFFICER | 07/2008 | > 75% |