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AVONDALE WEALTH MANAGEMENT LLC

CRD 152590 · SEC 801-101528

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4407 BEE CAVE RD., SUITE 421, WEST LAKE HILLS, TX, 78746, United States

Phone

512-505-8148

Fax

888-686-3430

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$326.7M

Discretionary AUM

$284.3M

Team

7 total employees; 3 advisory reps; 1 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-04-01

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals127$69.5M
High net worth individuals73$257.2M
Charitable organizations1$11K

States served

TX

All web addresses on file

Official SEC filing: View on IAPD