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Avaii Wealth ManagementFinancial advisor in Appleton, WI

Avaii Wealth Management is a financial advisor at 2101 N Casaloma Dr, Appleton, WI 54913, ranked #1 of 111 financial advisors in Appleton and rated 5.0 from 111 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Appleton, WIUpdated 0 paid placements in any rankingHow we rank

Call (920) 214-1212Website ↗

Key facts

Key facts about Avaii Wealth Management
Address2101 N Casaloma Dr, Appleton, WI 54913Get directions
Phone(920) 214-1212
Websiteavaii.com
HoursMonday to Thursday: 8:30 AM – 4:30 PM; Friday: 8:30 AM – 3 PM
Google rating5.0 from 111 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Appleton and 7 towns within 25 miles: Menasha, Neenah, Little Chute, Kaukauna, Oshkosh, De Pere and Ashwaubenon.

Based in Appleton, WIView on map

Opening hours

Opening hours for Avaii Wealth Management
DayHours
Monday8:30 AM – 4:30 PM
Tuesday8:30 AM – 4:30 PM
Wednesday8:30 AM – 4:30 PM
Thursday8:30 AM – 4:30 PM
Friday8:30 AM – 3 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Avaii Wealth Management

How is Avaii Wealth Management ranked in Appleton?

Avaii Wealth Management is ranked #1 of 111 financial advisors in Appleton by RFA Score, with 79 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Avaii Wealth Management’s hours?

Avaii Wealth Management is open Monday to Friday. Its listed hours are Monday to Thursday, 8:30 AM – 4:30 PM; Friday, 8:30 AM – 3 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Avaii Wealth Management serve?

Serves Appleton and 7 towns within 25 miles: Menasha, Neenah, Little Chute, Kaukauna, Oshkosh, De Pere and Ashwaubenon. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Avaii Wealth Management?

Avaii Wealth Management has a rating of 5.0 from 111 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Avaii Wealth Management?

Call Avaii Wealth Management on (920) 214-1212. The business is at 2101 N Casaloma Dr, Appleton, WI 54913. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Avaii Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Avaii Wealth Management (this business)—795.0 (111)NoNo
McGlone Suttner Wealth Management#2775.0 (72)NoNo5.9 mi
Watermark Financial Services Inc#3765.0 (59)NoNo5.8 mi

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