{"url":"https://nivawealth.com/firms/avise-financial-cooperative-328790","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/328790","regulatoryAum":169438931,"crd":"328790","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7774739","suffix":null,"lastName":"GOMEZ","firstName":"UZIEL","middleName":null},{"crd":"8027339","suffix":null,"lastName":"Marietta","firstName":"Amy","middleName":"Tori"},{"crd":"6093393","suffix":null,"lastName":"MIKO","firstName":"LEIGHANN","middleName":"ROSE"},{"crd":"7805757","suffix":null,"lastName":"Pablos","firstName":"Theresa","middleName":"Marie"},{"crd":"6243614","suffix":null,"lastName":"SOELTER","firstName":"KATRINA","middleName":"STRELOW"},{"crd":"6897162","suffix":null,"lastName":"Tassone","firstName":"David","middleName":null},{"crd":"6504702","suffix":null,"lastName":"Thornton","firstName":"Claire","middleName":null}],"total":7,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-03-20","regulatoryAum":125910558,"clients":143,"employees":4,"offices":3},{"filedOn":"2026-06-22","regulatoryAum":169438931,"clients":170,"employees":7,"offices":7}],"secFileNumber":"801-131992","legalName":"Avise 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They include 123 individual clients and 47 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 22 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Avise Financial Cooperative offer?","answer":"Avise Financial Cooperative provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Avise Financial Cooperative charge?","answer":"Avise Financial Cooperative charges up to 2.00% a year for its Investment Management Services. The fee is billed in advance or in arrears and is negotiable.","source":"FORM ADV PART 2A, filed 22 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Avise Financial Cooperative use?","answer":"Avise Financial Cooperative’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $117M and Altruist Financial LLC (Culver City, CA), with $52.4M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Avise Financial Cooperative have?","answer":"Avise Financial Cooperative has 6 investment adviser representatives registered with state securities authorities, out of 7 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Avise Financial Cooperative invest in?","answer":"At the end of its last fiscal year, Avise Financial Cooperative’s separately managed accounts held 69% registered funds (mutual funds, ETFs, BDCs), 21% exchange-traded equities, 5% non-exchange-traded equities, 4% other and 1% cash and equivalents. The 4% other category is described as: Fixed Income and Limited Partnerships.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Avise Financial Cooperative?","answer":"Avise Financial Cooperative’s direct owners are Katrina Soelter (50% to 75%) and Leighann Miko (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 22 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Avise Financial Cooperative get paid?","answer":"Avise Financial Cooperative is paid through a percentage of assets under management, hourly charges and fixed fees. 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