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AVONDALE WEALTH MANAGEMENT LLC
AVONDALE WEALTH MANAGEMENT LLC (CRD# 152590) is an SEC-Registered Investment Advisor (RIA), headquartered in Austin, TX. The SEC approved the firm to operate as an RIA in Jul 2015. In Aug 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $230.4 Million, and has discretion over 94% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
 
AVONDALE WEALTH MANAGEMENT LLC also reported in Aug 2018:
  • 8 employees, with 6 performing advisory functions.
  • A total of 4 office locations.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
AVONDALE WEALTH MANAGEMENT LLC has no disclosure events reported to the SEC at this time.
 

View AVONDALE WEALTH MANAGEMENT LLC's most recent Form ADV filing
 


AVONDALE WEALTH MANAGEMENT LLC has Notice Filings with the following State Securities Authorities: LA-Oct 2016, TX-Jul 2015

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact FindingFraud.org with questions or concerns.