Avenues Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$76,618,056
Clients
60
42% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
60
HighAverage account size
$1,276,968
About
Avenues Wealth is a fee‑only, independent registered investment adviser serving approximately 60 clients and managing about $81.5 million in assets. The firm provides portfolio management, financial planning, general consulting, and retirement-plan advisory services for individuals and other entities.
The adviser builds diversified portfolios using mutual funds, ETFs, fixed income, equities and insurance/annuity products and documents objectives in an Investment Policy Statement after an initial discovery meeting. Management is typically discretionary, with an emphasis on asset‑allocation frameworks (strategic, tactical, core‑satellite, and risk‑adjusted measures) and ongoing monitoring and rebalancing.
Compared with many solo independent advisers, the firm also advises charitable organizations and acts as a 3(38) advisor for ERISA‑qualified pension and profit‑sharing plans and other institutional clients—services that are relatively uncommon for firms this size. The firm also provides fee‑based insurance analysis and coordinates plan menu construction and third‑party administrator platforms for retirement plans.
Client services
Financial planning
Portfolio management
Expertise
Annuities
Retirement income strategy
Fee options
Up to $5,000 fixed fee for initial financial planning engagement.
$0 - $250,000: 1.25% annually $250,001 - $1,000,000: 1.15% annually $1,000,001+: 1.00% annually
Up to $250 per hour for financial planning and consulting services.
Account minimum: $500,000 Fee-only: Fee-only registered investment advisor; does not receive commissions.
Main office location
Avenues Wealth, LLC
311 W. Fairbanks Avenue, Suite 201
Winter Park FL 32789, United States
Number of offices
1
Most active in
Avenues Wealth, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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