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AVALON
ROWE WEALTH MANAGEMENT LLC
CRD 168033
980 NORTH FEDERAL HIGHWAY #110, BOCA RATON, FL, 33432, United States
Phone
(866) 711-2836
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$31.4M
Discretionary AUM
$31.4M
Team
3 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-27
Disciplinary history
No
Services
Portfolio management (individuals)Publication of periodicalsSUB-ADVISORY SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $12.3M |
| High net worth individuals | 15 | $19.1M |
All web addresses on file
Official SEC filing: View on IAPD