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Avondale Wealth Management LLC

● SEC registered since 2015CRD 152590SEC# 801-101528West Lake Hills, TX
Export (members)
Reg. AUM
$285.8M
Employees
6
Accounts
553
Location
West Lake Hills, TX

Avondale Wealth Management LLC assets under management

Avondale Wealth Management LLC operates as an SEC-registered investment adviser based in West Lake Hills, TX. The firm has been registered since 2015. It reports $285.8 million in regulatory assets under management and employs 6 people.
avondalewealth.comView on SEC.gov ↗

Avondale Wealth Management LLC owners & executives

2 reported
NameTitleOwnershipSince
Joanne G Burks ControlChief Compliance OfficerUnder 5%2017
Justin Coy Jacobs ControlCeo And FounderOver 75%2010

Frequently asked questions

How much does Avondale Wealth Management LLC manage?

Avondale Wealth Management LLC reports $285.8 million in regulatory assets under management on its Form ADV.

How many employees does Avondale Wealth Management LLC have?

Avondale Wealth Management LLC reports 6 employees.

Where is Avondale Wealth Management LLC located?

Avondale Wealth Management LLC is based in West Lake Hills, TX and has been SEC-registered since 2015.

Does Avondale Wealth Management LLC disclose fund performance?

Avondale Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4407 Bee Cave Rd., Suite 421, West Lake Hills, TX 78746
Phone512-505-8148
Fax888-686-3430
Office hours8:00 a.m. - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK1738720
Discloses disciplinary historyNo

Assets under management

Discretionary$244.5M
Non-discretionary$41.3M
Total (RAUM)$285.8M