1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2AVONDALE WEALTH MANAGEMENT LLC

Map pinWEST LAKE HILLS, TX
Phone512-505-8148
NotebookSEC #801-101528
Total AUM
$326.7M
Employees
7
Clients
201

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4407 BEE CAVE RD.
SUITE 421
WEST LAKE HILLS
TX 78746
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
512-505-8148
Other Offices
1

ReceiptFinancials

Total AUM
$326.7M
Accounts
610
Discretionary
$284.3M
Accounts
442
Non-Discretionary
$42.4M
Accounts
168

ContactClients

View more in analytics →

Individual Clients
127
AUM
$69.5M
HNW Individual Clients
73
AUM
$257.2M
Charitable Organization Clients
1
AUM
$11.1K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account