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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

AVIER WEALTH ADVISORS

RAM INVESTMENT PARTNERS, LLC, CRD 161077

BELLEVUE, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e4fd6795-4c64-9f1d-4a32-9fe97a6d78b7

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 32
Dated events: 9
On other graphs: 0
Observed: Feb 10, 2012 to Mar 24, 2026
51 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.2BItem 5.F on the latest filing (2026-03-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $948M
Private client RAUM: $1.2BderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 16
RAUM per advisor: $74.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 20
Advisory employees: 16
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 2,608
Individual clients: 302
High net worth clients: 281
Custody, client assets: $4.6M
SEC number: 801-73301
CRD: 161077
Filings on the tape: 51
First filed: Feb 10, 2012
Latest filed: Mar 24, 2026
Organised: Limited Liability Company, WA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
LARS LEE PHILLIPS	Certified Financial Planner\|Chartered Financial Analyst	BELLEVUE, WA	14	14	1	no
DAVID KEITH WELTY	Certified Financial Planner	BELLEVUE, WA	14	30	2	no
JOHN PRESTON OSSEWARD	Chartered Financial Analyst	BELLEVUE, WA	12	14	n/a	no
Nicholas Leo Wright	n/a	Bellevue, WA	10	11	n/a	no
Alexander James Castaneda	n/a	BELLEVUE, WA	7	12	n/a	no
AAREN N STRAND	Certified Financial Planner	NORTH BEND, WA \| BELLEVUE, WA	4	18	1	no
MARISOL B FUNG	n/a	BELLEVUE, WA \| CHANDLER, AZ	4	15	1	no
Raphael Luis Capili De Ocampo	Certified Financial Planner	BELLEVUE, WA	3	10	n/a	no
Courtney Sloane Gehrmann	Certified Financial Planner	BELLEVUE, WA	3	10	n/a	no
Saloni Gupta	Certified Financial Planner	BELLEVUE, WA	3	17	4	no
SAMANTHA VIVIANE TORRES	Certified Financial Planner	BELLEVUE, WA	3	12	2	no
ALEXANDER OSTERGARD KRIDER	Certified Financial Planner	West Linn, OR	2	17	1	no
Katelynn Anne Toth	Certified Financial Planner	BELLEVUE, WA \| Eagle River, AK	2	14	1	no
TIFFANY CHIANG STONER	Certified Financial Planner	BELLEVUE, WA	1	18	4	no
Madison Williams	Certified Financial Planner	BELLEVUE, WA	1	10	4	no
Kaitlynn Ann Marie Burnett	Certified Financial Planner	BELLEVUE, WA \| Austin, TX	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
OSSEWARD, JOHN, PRESTON	CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER	B	yes	08/2018	Mar 24, 2026	Mar 24, 2026
PHILLIPS, LARS, LEE	Member	B	yes	11/2019	Mar 24, 2026	Mar 24, 2026
RETIREMENT ASSET MANAGEMENT,	Owner	E	yes	01/2012	Mar 24, 2026	Mar 24, 2026
STRAND, AAREN, N	Partner	B	yes	01/2024	Mar 24, 2026	Mar 24, 2026
WELTY, DAVID, KEITH	CO-MANAGER / MANAGING DIRECTOR	C	yes	01/2012	Mar 24, 2026	Mar 24, 2026
Wright, Nicholas, Leo	Member	B	yes	01/2023	Mar 24, 2026	Mar 24, 2026
RETIREMENT ASSET MANAGEMENT, LLC	Owner	E	yes	01/2012	Feb 10, 2012	Oct 3, 2024
WELTY, DAVID, KEITH	President	E	yes	02/2002	Feb 10, 2012	Oct 3, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Richland	Wa	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 24, 2026	$1.2B	$948M	20	16	1	n/a	n/a
2024	Mar 29, 2025	$964M	$766M	19	14	1	n/a	n/a
2023	Mar 5, 2024	$786M	$640M	18	14	10	n/a	n/a
2022	Mar 20, 2023	$641M	$513M	16	11	10	n/a	n/a
2021	Mar 25, 2022	$671M	$502M	15	11	11	n/a	n/a
2020	Mar 9, 2021	$532M	$415M	12	9	10	n/a	n/a
2019	Feb 20, 2020	$454M	$398M	12	10	1	n/a	n/a
2018	Mar 15, 2019	$429M	$402M	15	11	1	n/a	n/a
2017	Feb 27, 2018	$389M	$366M	12	5	1	n/a	n/a
2016	Feb 27, 2017	$309M	$294M	10	5	n/a	n/a	n/a
2015	Mar 24, 2016	$274M	$268M	13	4	n/a	n/a	n/a
2014	Mar 25, 2015	$283M	$278M	11	5	n/a	n/a	n/a
2013	Mar 20, 2014	$269M	$264M	11	5	n/a	n/a	n/a
2012	Mar 4, 2013	$216M	$213M	11	8	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	4	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.2B	$964M	23.1%	$641M	22.8%	20	19	1	1

Relationships

Registered with (25)

← Kaitlynn Ann Marie BurnettAdvisorregistration: current employment
May 11, 2026 to presentfactForm ADV
← Madison WilliamsAdvisorregistration: current employment
Jun 9, 2025 to presentfactForm ADV
← TIFFANY CHIANG STONERAdvisorregistration: current employment
Oct 16, 2024 to presentfactForm ADV
← Katelynn Anne TothAdvisorregistration: current employment
May 17, 2024 to presentfactForm ADV
← ALEXANDER OSTERGARD KRIDERAdvisorregistration: current employment
Jan 16, 2024 to presentfactForm ADV
← SAMANTHA VIVIANE TORRESAdvisorregistration: current employment
Jul 18, 2023 to presentfactForm ADV
← Saloni GuptaAdvisorregistration: current employment
Mar 22, 2023 to presentfactForm ADV
← Courtney Sloane GehrmannAdvisorregistration: current employment
Jan 24, 2023 to presentfactForm ADV
← Raphael Luis Capili De OcampoAdvisorregistration: current employment
Oct 13, 2022 to presentfactForm ADV
← MARISOL B FUNGAdvisorregistration: current employment
May 27, 2022 to presentfactForm ADV
← AAREN N STRANDAdvisorregistration: current employment
Sep 21, 2021 to presentfactForm ADV
← Alexander James CastanedaAdvisorregistration: current employment
May 13, 2019 to presentfactForm ADV
← Nicholas Leo WrightAdvisorregistration: current employment
Oct 24, 2015 to presentfactForm ADV
← JOHN PRESTON OSSEWARDAdvisorregistration: current employment
Apr 7, 2014 to presentfactForm ADV
← DAVID KEITH WELTYAdvisorregistration: current employment
Apr 17, 2012 to presentfactForm ADV
← LARS LEE PHILLIPSAdvisorregistration: current employment
Apr 16, 2012 to presentfactForm ADV
← JASON Z. RIZKAdvisorregistration: previous registration
Aug 10, 2021 to Jul 20, 2022factForm ADV
← Kaleb T StrawnAdvisorregistration: previous registration
Jun 22, 2018 to May 10, 2021factForm ADV
← CHRISTOPHER JORDAN EDWARDSAdvisorregistration: previous registration
Mar 21, 2016 to Feb 20, 2020factForm ADV
← Jennifer Paige LeeAdvisorregistration: previous registration
Nov 14, 2017 to Nov 8, 2019factForm ADV
← TAYLOR EVAN DRAKEAdvisorregistration: previous registration
Apr 16, 2012 to Apr 12, 2019factForm ADV
← SHALINA Renee MARTOSAdvisorregistration: previous registration
Mar 21, 2016 to Apr 12, 2019factForm ADV
← KATHRYN SHEA HENNINGSENAdvisorregistration: previous registration
Apr 16, 2012 to Jan 23, 2015factForm ADV
← ROBERT EDGAR BEDRITISAdvisorregistration: previous registration
Apr 22, 2013 to Aug 9, 2013factForm ADV
← JULIE JEAN CASSATT-OLSENAdvisorregistration: previous registration
Apr 16, 2012 to Jul 23, 2012factForm ADV

Controls (6)

← WELTY, DAVID, KEITHOwnerPRESIDENT, ownership code E, individual
Feb 10, 2012 to Oct 3, 2024factForm ADV
← STRAND, AAREN, NOwnerPARTNER, ownership code NA, individual
Mar 5, 2024 to Oct 3, 2024factForm ADV
← PHILLIPS, LARS, LEEOwnerMEMBER, ownership code B, individual
Dec 16, 2019 to Oct 3, 2024factForm ADV
← OSSEWARD, JOHN, PRESTONOwnerCHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER, ownership code B, individual
Aug 3, 2018 to Oct 3, 2024factForm ADV
← Wright, Nicholas, LeoOwnerMEMBER, ownership code A, individual
Mar 20, 2023 to Oct 3, 2024factForm ADV
← RETIREMENT ASSET MANAGEMENT, LLCOwnerOWNER, ownership code E, domestic entity
Feb 10, 2012 to Oct 3, 2024factForm ADV

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 5, 2024
Control person joined
N Aaren Strand (Partner) appeared on Schedule A of Avier Wealth Advisors
Form ADVobserved 5 days ago
Occurred
Mar 20, 2023
Control person joined
Leo Nicholas Wright (Member) appeared on Schedule A of Avier Wealth Advisors
Form ADVobserved 5 days ago
Occurred
Jul 20, 2022
Advisor changed firm
Jason Z. Rizk left Avier Wealth Advisors for Fidelity Personal And Workplace Advisors (registered 2023-04-17)
Form ADVobserved 5 days ago
Occurred
Mar 25, 2022
Regulatory AUM changed
Avier Wealth Advisors reported RAUM $671.3M, up 26% from $531.9M (2021-06-16 to 2022-03-25)
Form ADVobserved 5 days ago
$139M
Occurred
Dec 16, 2019
Control person joined
Lee Lars Phillips (Member) appeared on Schedule A of Avier Wealth Advisors
Form ADVobserved 5 days ago
Occurred
Apr 12, 2019
Control person left
Hubbard Luellen Lockwood (Co-Manager) no longer on Schedule A of Avier Wealth Advisors (listed 2019-03-15, absent 2019-04-12)
Form ADVobserved 5 days ago
Occurred
Apr 12, 2019
Control person left
Evan Taylor Drake (Co-Manager / Chief Investment Officer) no longer on Schedule A of Avier Wealth Advisors (listed 2019-03-15, absent 2019-04-12)
Form ADVobserved 5 days ago

Show 2 bookkeeping events

Occurred
Mar 29, 2025
Avier Wealth Advisors reported 1 offices beyond its principal office, down from 10 (2024-10-03 to 2025-03-29)
Occurred
Mar 9, 2021
Avier Wealth Advisors reported 10 offices beyond its principal office, up from 1 (2020-06-29 to 2021-03-09)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e4fd6795-4c64-9f1d-4a32-9fe97a6d78b7
First observed: Feb 10, 2012
Last observed: Mar 24, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AVIER WEALTH ADVISORS

RAM INVESTMENT PARTNERS, LLC, CRD 161077

BELLEVUE, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e4fd6795-4c64-9f1d-4a32-9fe97a6d78b7

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:44 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

LARS LEE PHILLIPS

Certified Financial Planner|Chartered Financial Analyst

BELLEVUE, WA

DAVID KEITH WELTY

Certified Financial Planner

BELLEVUE, WA

JOHN PRESTON OSSEWARD

Chartered Financial Analyst

BELLEVUE, WA

n/a

Nicholas Leo Wright

n/a

Bellevue, WA

n/a

Alexander James Castaneda

n/a

BELLEVUE, WA

n/a

AAREN N STRAND

Certified Financial Planner

NORTH BEND, WA | BELLEVUE, WA

MARISOL B FUNG

n/a

BELLEVUE, WA | CHANDLER, AZ

Raphael Luis Capili De Ocampo

Certified Financial Planner

BELLEVUE, WA

n/a

Courtney Sloane Gehrmann

Certified Financial Planner

BELLEVUE, WA

n/a

Saloni Gupta

Certified Financial Planner

BELLEVUE, WA

SAMANTHA VIVIANE TORRES

Certified Financial Planner

BELLEVUE, WA

ALEXANDER OSTERGARD KRIDER

Certified Financial Planner

West Linn, OR

Katelynn Anne Toth

Certified Financial Planner

BELLEVUE, WA | Eagle River, AK

TIFFANY CHIANG STONER

Certified Financial Planner

BELLEVUE, WA

Madison Williams

Certified Financial Planner

BELLEVUE, WA

Kaitlynn Ann Marie Burnett

Certified Financial Planner

BELLEVUE, WA | Austin, TX

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

OSSEWARD, JOHN, PRESTON

CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER

yes

08/2018

Mar 24, 2026

PHILLIPS, LARS, LEE

Member

yes

11/2019

Mar 24, 2026

RETIREMENT ASSET MANAGEMENT,

Owner

yes

01/2012

Mar 24, 2026

STRAND, AAREN, N

Partner

yes

01/2024

Mar 24, 2026

WELTY, DAVID, KEITH

CO-MANAGER / MANAGING DIRECTOR

yes

01/2012

Mar 24, 2026

Wright, Nicholas, Leo

Member

yes

01/2023

Mar 24, 2026

RETIREMENT ASSET MANAGEMENT, LLC

Owner

yes

01/2012

Feb 10, 2012

Oct 3, 2024

WELTY, DAVID, KEITH

President

yes

02/2002

Feb 10, 2012

Oct 3, 2024

City

State

Country

Employees

Also broker-dealer

Richland

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$1.2B

$948M

n/a

2024

Mar 29, 2025

$964M

$766M

n/a

2023

Mar 5, 2024

$786M

$640M

n/a

2022

Mar 20, 2023

$641M

$513M

n/a

2021

Mar 25, 2022

$671M

$502M

n/a

2020

Mar 9, 2021

$532M

$415M

n/a

2019

Feb 20, 2020

$454M

$398M

n/a

2018

Mar 15, 2019

$429M

$402M

n/a

2017

Feb 27, 2018

$389M

$366M

n/a

2016

Feb 27, 2017

$309M

$294M

n/a

2015

Mar 24, 2016

$274M

$268M

n/a

2014

Mar 25, 2015

$283M

$278M

n/a

2013

Mar 20, 2014

$269M

$264M

n/a

2012

Mar 4, 2013

$216M

$213M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.2B

$964M

23.1%

$641M

22.8%