Overview
Assets Under Management: $2.0 billion
High-Net-Worth Clients: 28
Average Client Assets: $21 million
Frequently Asked Questions
AVENDUS WEALTH MANAGEMENT PRIVATE LIMITED is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #156771), AVENDUS WEALTH MANAGEMENT PRIVATE LIMITED is subject to fiduciary duty under federal law.
AVENDUS WEALTH MANAGEMENT PRIVATE LIMITED serves 28 high-net-worth clients according to their SEC filing dated June 28, 2025. View client details ↓
According to their SEC Form ADV, AVENDUS WEALTH MANAGEMENT PRIVATE LIMITED offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
AVENDUS WEALTH MANAGEMENT PRIVATE LIMITED manages $2.0 billion in client assets according to their SEC filing dated June 28, 2025.
According to their SEC Form ADV, AVENDUS WEALTH MANAGEMENT PRIVATE LIMITED serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 29.76
Average High-Net-Worth Client Assets: $21 million
Total Client Accounts: 461
Non-Discretionary Accounts: 461
Regulatory Filings
CRD Number: 156771
Filing ID: 1999754
Last Filing Date: 2025-06-28 09:18:00
Website: https://avendus.com