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Company profileaverywealth.com ↗

Avery Wealth, Inc

Avery Wealth focuses its wealth-management approach and services on its clients.

Financial Services
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Headquarters
Jackson, Michigan, United StatesSource: RevenueBaseRetrieved October 13, 2026
Employee range
1 to 10Source: RevenueBaseRetrieved October 13, 2026
Founded
2003Source: RevenueBaseRetrieved October 13, 2026
Published list appearances
57 supported appearances ↗Source: RevenueBase lists
The company at a glance

What does Avery Wealth, Inc do?

The company considers ongoing client relationships integral to its work. Its approach is grounded in fiduciary obligation and incorporates academic evidence on using markets to pursue financial independence.

Based on the company’s public LinkedIn information, supplied through RevenueBase.

Who it serves

Avery Wealth serves clients with individualized wealth-management needs.

What the business offers

Services & capabilities.

Investment advisory services

Investment advisory services are offered through CWM, LLC, an SEC Registered Investment Advisor.

Source: LinkedIn company description · Retrieved October 13, 2026

Explore the business in context

Company lists.

Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.

Positions describe ordering within each source list. See how lists are built ↗

Share your recognition

Embeddable award for your website

BADGE PREVIEWAvery Wealth, Inc listed #4 on Personal finance advisors, September 19, 2026Open the published source list.
Avery Wealth, Inc

#4 Personal finance advisors

Snapshot: September 19, 2026

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Company information

Sources & data notes.

RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 4, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 4, 2026, September 13, 2026, September 15, 2026, September 18, 2026, September 19, 2026, September 20, 2026, September 21, 2026, September 25, 2026, September 27, 2026, September 28, 2026, September 29, 2026, September 30, 2026 and October 11, 2026. How the company lists are built.

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