AVALAN, LLC
SEC RegisteredAbout the firm
Wine, Women & Worth is a site maintained by Elizabeth Saghi, an Advisory Associate of Avalan, LLC, a registered investment advisor, focused on providing timely information to educate and empower women to make financial decisions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Educational tools and articles to help women better understand their current financial situation and identify areas where they might need more information or help from a professional. The site is for informational purposes only and does not constitute investment advice.
Who they serve
Women seeking to become financially literate, independent, and secure.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 144 | $73M |
| High Net Worth Individuals | 121 | $352M |
| Charitable Organizations | 35 | $90M |
| State/Municipal Entities | 6 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
11 advisors in the directory
Regulatory & compliance
Data as of March 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. AVALAN, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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