| Name | Title | Ownership | Since |
|---|---|---|---|
| Frances Elizabeth Spurry Control | Managing Member/Owner | Over 75% | 2014 |
| Stacy Leigh Sizemore Control | Chief Compliance Officer | Under 5% | 2025 |
Tred Avon Family Wealth, LLC reports $473.8 million in regulatory assets under management on its Form ADV.
Tred Avon Family Wealth, LLC reports 3 employees.
Tred Avon Family Wealth, LLC is based in Easton, MD and has been SEC-registered since 2015.
Tred Avon Family Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 8603 Commerce Drive, Suite 7a, Easton, MD 21601 |
| Phone | 410-310-2064 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $44M |
| Non-discretionary | $429.8M |
| Total (RAUM) | $473.8M |