{
  "crd_number": 151366,
  "slug": "avista-wealth-management-northbrook-il-151366",
  "primary_business_name": "AVISTA WEALTH MANAGEMENT",
  "legal_name": "AVISTA FINANCIAL NETWORK, INC.",
  "dbas": [],
  "city": "Northbrook",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "16980",
  "metro": {
    "cbsa_code": "16980",
    "common_name": "Chicago",
    "msa_name": "Chicago-Naperville-Elgin, IL-IN",
    "path": "/advisors/il/chicago"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2009-09-10",
  "years_registered": 17,
  "period": "2026-10-01",
  "filing_date": "2025-12-22",
  "carried_forward": false,
  "raum_total": 31900000.0,
  "raum_discretionary": 27900000.0,
  "raum_non_discretionary": 4000000.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 6900000.0,
      "count": 38
    },
    "pension_profit_sharing": {
      "raum": 4000000.0,
      "count": 12
    },
    "high_net_worth_individuals": {
      "raum": 21000000.0,
      "count": 10
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "IL"
  ],
  "websites": [
    "https://avistawealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/151366",
  "city_as_filed": "NORTHBROOK",
  "url": "https://advisorcensus.com/firm/avista-wealth-management-northbrook-il-151366",
  "display_name": "Avista Wealth Management",
  "summary": "Avista Wealth Management is a state-registered investment advisory firm in Northbrook, IL, registered since 2009, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated December 22, 2025.",
  "citation": "AdvisorCensus. Avista Wealth Management (CRD 151366): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Avista Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Avista Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Avista Wealth Management located?",
      "a": "Avista Wealth Management's principal office is in Northbrook, IL, according to its Form ADV."
    },
    {
      "q": "Is Avista Wealth Management registered with the SEC or a state?",
      "a": "Avista Wealth Management is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 151366."
    },
    {
      "q": "How much does Avista Wealth Management manage?",
      "a": "Avista Wealth Management reports $31,900,000 in regulatory assets under management in its Form ADV filing dated December 22, 2025 (87% discretionary)."
    },
    {
      "q": "What types of clients does Avista Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (38); pension and profit sharing plans (but not the plan participants or government pension plans) (12); high net worth individuals (10)."
    },
    {
      "q": "Does Avista Wealth Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/151366"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/avista-wealth-management-northbrook-il-151366.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 38,
      "fewer_than_5": false,
      "raum": 6900000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 10,
      "fewer_than_5": false,
      "raum": 21000000.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 12,
      "fewer_than_5": false,
      "raum": 4000000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/151366",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}