Aventail Wealth Management, LLC is an independent, fee-only fiduciary Registered Investment Adviser located on Avenue C Southwest in Downtown Winter Haven, Florida. Founded and led by President and Chief Investment Officer Brian C. Ulch alongside Executive Vice President and Chief Compliance Officer Carol L. Shira, the boutique practice serves retirees, families, and charitable foundations across Winter Haven, Cypress Gardens, Auburndale, and eastern Polk County with conflict-free portfolio management, retirement distribution modeling, and estate coordination.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); SEC IAPD Individual Profile (Brian C. Ulch); SEC IAPD Individual Profile (Carol L. Shira); Aventail Wealth Management Official Website
Issuer: Florida Office of Financial Regulation / SEC IAPD
Notes: Independent fee-only fiduciary Registered Investment Adviser (CRD #282467) headquartered in Downtown Winter Haven, FL.
Issuer: Florida OFR / SEC IAPD
Notes: Founded and led by President & Chief Investment Officer Brian C. Ulch (CRD #6596245) and Executive Vice President & Chief Compliance Officer Carol L. Shira (CRD #6596246).
Factual details and direct answers about Aventail Wealth Management, LLC's services, licensing, and credentials.
Is Aventail Wealth Management in Winter Haven an independent fiduciary firm?
Yes, Aventail Wealth Management, LLC (CRD #282467) is an independent, fee-only Registered Investment Adviser in Winter Haven that acts strictly in a fiduciary capacity without broker-dealer sales commissions.
Who leads Aventail Wealth Management, LLC?
The firm is led by President and Chief Investment Officer Brian C. Ulch (CRD #6596245) and Executive Vice President and Chief Compliance Officer Carol L. Shira (CRD #6596246).
Where is Aventail Wealth Management located in Winter Haven?
The firm's office is located in Downtown Winter Haven at 353 Avenue C Southwest, Winter Haven, Florida 33880.
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