Avalan, LLC
Avalan, LLC is an SEC-registered wealth manager in Santa Barbara, CA with $621.8M assets under management (AUM, regulatory AUM), +27% over one year. See who owns Avalan, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 156109, SEC 801-107405, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $621.8M (2026-03-17)
- Firm type
- Wealth Manager
- Location
- Santa Barbara, CA
- Employees
- 11
- Clients
- 319
- CRD
- 156109
- Ownership
- COURAIN, KATHRYN, E; SCHUETTE, RICHARD, ALLEN; MADLEM, PETER, WHITE
How much AUM does Avalan, LLC have?
Avalan, LLC reported $621.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Avalan, LLC?
Disclosed owners and executives of Avalan, LLC include COURAIN, KATHRYN, E, SCHUETTE, RICHARD, ALLEN, MADLEM, PETER, WHITE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.