RIA Intel›Advisers›Texas›AVONDALE WEALTH MANAGEMENT LLC

AVONDALE WEALTH MANAGEMENT LLC

Advisory

N·WEST LAKE HILLS, TX

Data as of Apr 1, 2026 · Source: SEC Form ADV

Total AUM
$327M
1-Year AUM Growth
+14.2%
3-Year CAGR
+11.3%
Employees
3
Assets Under Management
Total AUM$327M
Discretionary AUM$284M
Non-Discretionary AUM$42M
Discretionary %87%
Total Clients122
Team
Total Employees3
Investment Advisers7
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record43
First FilingFeb 26, 2010
Latest FilingApr 1, 2026
🔒 Full AUM trend chart and 43 historical filings spanning 16+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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