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AVION WEALTH
AVION WEALTH, LLC
CRD 134242 · SEC 801-99351
2829 TECHNOLOGY FOREST BOULEVARD, SUITE 300, THE WOODLANDS, TX, 77381-3913, United States
Phone
281-528-1200
Fax
888-868-1168
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$984.6M
Discretionary AUM
$984.0M
Team
15 total employees; 8 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 31 | $31.6M |
| High net worth individuals | 269 | $953.0M |
States served
AZ, CA, CO, LA, TX, FL
All web addresses on file
- https://www.linkedin.com/in/ashley-dominey-stewart-cfp%C2%AE-1b021016/
- https://www.instagram.com/avionwealth
- HTTPS://WWW.LINKEDIN.COM/IN/PAULJCARROLL/
- https://www.linkedin.com/in/sarah-mcivor-cfp%C2%AE-7861b430/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/avionwealth/
- https://www.linkedin.com/in/elizabeth-brady-cfp%C2%AE-b37b6752/
- https://www.youtube.com/channel/UCMeeCoZBcuGUyG_2nTTNi1g
- http://avionwealth.com
- HTTPS://WWW.FACEBOOK.COM/avionwealth/
- HTTPS://WWW.FACEBOOK.COM/PJACARROLL
Official SEC filing: View on IAPD