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AVALON WEALTH ADVISORY, INC.

CRD 114311

Visit website

9775 CROSSPOINT BLVD., SUITE 110, INDIANAPOLIS, IN, 46256, United States

Phone

317-814-4790

Fax

317-814-4791

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

15 total employees; 6 advisory reps; 230 broker-dealer reps

Clients

101-250

Fees

Fixed fees

Org form

Corporation

Filing date

2026-03-09

Disciplinary history

No

Services

Financial planningSelection of other advisers

All web addresses on file

Official SEC filing: View on IAPD