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ASPIRE WEALTH ARCHITECTS

AVALON ADVISORY GROUP LLC

CRD 297090 · SEC 801-113420

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150 N MEADOWS DRIVE, SUITE 220, WEXFORD, PA, 15090, United States

Phone

(412) 879-0584

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$290.3M

Discretionary AUM

$290.3M

Team

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

Clients

101-250

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals83$30.2M
High net worth individuals54$260.1M

States served

CO, MD, NE, OH, PA, WV, FL

All web addresses on file

Official SEC filing: View on IAPD