Aviso Wealth Management

Who works here

• BB
  Bryant William Boswell
• CL
  Craig Russell Lawler
• DK
  Diana Kon
• JP
  John Antonio Palmieri
• JP
  Joseph Alan Perry
• JP
  Joyce Anne Provost
• KW
  Kayla Jo Welker
• TM
  Timothy Stuart Mickey
• WV
  William Basil Verrill

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Pension consulting

Aviso Wealth Management

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

108146