← Back to searchVisit website
AVONDALE WEALTH MANAGEMENT LLC
CRD 152590 · SEC 801-101528
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 127 | $69.5M |
| High net worth individuals | 73 | $257.2M |
| Charitable organizations | 1 | $11K |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD