| Name | Title | Ownership | Since |
|---|---|---|---|
| Ashley Dominey Stewart | Partner & Wealth Manager | Under 5% | 2018 |
| Elizabeth Ann Brady | Partner & Wealth Manager | 5-10% | 2016 |
| Paul James Carroll Control | Chief Compliance Officer | Over 75% | 2003 |
Avion Wealth, LLC reports $848.7 million in regulatory assets under management on its Form ADV.
Avion Wealth, LLC reports 15 employees.
Avion Wealth, LLC is based in The Woodlands, TX and has been SEC-registered since 2015.
Avion Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2829 Technology Forest Boulevard, Suite 300, The Woodlands, TX 77381-3913 |
| Phone | 281-528-1200 |
| Fax | 888-868-1168 |
| Office hours | 8a.m. - 5 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $848.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $848.7M |