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AVINCI WEALTH MANAGEMENT, INC.
CRD 327780
23929 VALENCIA BLVD, SUITE 404, VALENCIA, CA, 91355, United States
Phone
888-855-2612
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$10.3M
Discretionary AUM
$10.3M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 59 | $5.4M |
| High net worth individuals | 5 | $4.9M |
| Corporations/business entities | 1 | $14K |
All web addresses on file
Official SEC filing: View on IAPD