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TRED AVON FAMILY WEALTH, LLC
CRD 174115 · SEC 801-106937
8603 COMMERCE DRIVE, SUITE 7A, EASTON, MD, 21601, United States
Phone
410-310-2064
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$431.9M
Discretionary AUM
$123.7M
Team
3 total employees; 2 advisory reps; 60 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 32 | $4.5M |
| High net worth individuals | 296 | $390.4M |
| Charitable organizations | 10 | $11.3M |
| Corporations/business entities | 9 | $25.7M |
States served
MD, NY, TX
All web addresses on file
Official SEC filing: View on IAPD