Avantia Investment Services, LLC

$119.1MAssets under management
as of Apr 2026 · SEC Form ADV
Seattle, WA
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Tech stack

No one at Avantia Investment Services, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Avantia Investment Services, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $4M held · filed Nov 2020