Avondale Wealth Management LLC
Avondale Wealth Management LLC is an SEC-registered wealth manager in West Lake Hills, TX with $326.7M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Avondale Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 152590, SEC 801-101528, data through 2026-04-01.
- AUM (assets under management / regulatory AUM)
- $326.7M (2026-04-01)
- Firm type
- Wealth Manager
- Location
- West Lake Hills, TX
- Employees
- 7
- Clients
- 201
- CRD
- 152590
- Ownership
- MCGEE, SAMUEL, SEAN; JACOBS, JUSTIN, COY; SPEARS, JOHN, WILSON; MUTSCHELLER, ANDREW, PATRICK; BURKS, JOANNE, G
How much AUM does Avondale Wealth Management LLC have?
Avondale Wealth Management LLC reported $326.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-01).
Who owns Avondale Wealth Management LLC?
Disclosed owners and executives of Avondale Wealth Management LLC include MCGEE, SAMUEL, SEAN, JACOBS, JUSTIN, COY, SPEARS, JOHN, WILSON, MUTSCHELLER, ANDREW, PATRICK, BURKS, JOANNE, G. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.