Raphael Luis De Ocampo
Avier Wealth Advisors · Bellevue, Washington
Raphael Luis De Ocampo is a fee-only financial advisor at Avier Wealth Advisors in Bellevue, Washington, who holds the CFP credential. Avier Wealth Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Avier Wealth Advisors |
|---|---|
| Based in | Bellevue, Washington |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.19B across 2,608 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 7101335 |
| Exams passed | Series 65 (2022) |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | avieradvisors.com |
How Raphael Luis's firm compares
- Avier Wealth Advisors's average account is about $455,000, from its Form ADV (assets managed divided by 2,608 accounts).
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Questions about Raphael Luis
Is Raphael Luis De Ocampo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Raphael Luis holds no broker registration, and Avier Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Raphael Luis charge for financial advice?
Raphael Luis's firm, Avier Wealth Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Raphael Luis De Ocampo based?
Raphael Luis De Ocampo is based in Bellevue, Washington.
What credentials does Raphael Luis De Ocampo hold?
Raphael Luis De Ocampo holds the CFP credential.
Is Raphael Luis De Ocampo registered with the SEC?
Yes. Raphael Luis De Ocampo is registered as an investment adviser representative in WA (CRD 7101335), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Avier Wealth Advisors manage?
Avier Wealth Advisors reports $1.19B across 2,608 accounts in assets under management.
How do I contact Raphael Luis De Ocampo?
Through Raphael Luis's website, avieradvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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