Overview
Assets Under Management: $780 million
Headquarters: THE WOODLANDS, TX
High-Net-Worth Clients: 245
Average Client Assets: $3 million
Frequently Asked Questions
AVION WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #134242), AVION WEALTH, LLC is subject to fiduciary duty under federal law.
AVION WEALTH, LLC is headquartered in THE WOODLANDS, TX.
AVION WEALTH, LLC serves 245 high-net-worth clients according to their SEC filing dated December 11, 2024. View client details ↓
According to their SEC Form ADV, AVION WEALTH, LLC offers financial planning and portfolio management for individuals. View all service details ↓
AVION WEALTH, LLC manages $780 million in client assets according to their SEC filing dated December 11, 2024.
According to their SEC Form ADV, AVION WEALTH, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 245
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.46
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,039
Discretionary Accounts: 2,039
Regulatory Filings
CRD Number: 134242
Last Filing Date: 2024-12-11 00:00:00
Website: https://avionwealth.com