Tred Avon Family Wealth, LLC
Tred Avon Family Wealth, LLC is an SEC-registered wealth manager in Easton, MD with $431.9M assets under management (AUM, regulatory AUM), -9% over one year. See who owns Tred Avon Family Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 174115, SEC 801-106937, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $431.9M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Easton, MD
- Employees
- 3
- Clients
- 347
- CRD
- 174115
- Ownership
- SPURRY, FRANCES, ELIZABETH; SIZEMORE, STACY, LEIGH; Warren, Terry, Cullen
How much AUM does Tred Avon Family Wealth, LLC have?
Tred Avon Family Wealth, LLC reported $431.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Tred Avon Family Wealth, LLC?
Disclosed owners and executives of Tred Avon Family Wealth, LLC include SPURRY, FRANCES, ELIZABETH, SIZEMORE, STACY, LEIGH, Warren, Terry, Cullen. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.