Avion Wealth
Firm details
- Headquarters
- The Woodlands, Texas
- CRD number
- 134242
- Registered since
- June 8, 2015
- Website
- www.avionwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI96.79%
- Individuals3.21%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Avion Wealth is an independent RIA organized as an LLC that registered with the SEC in 2015. The firm serves individual and family clients and offers financial planning and portfolio management for individuals and small businesses. Its billing mixes percentage-of-AUM and fixed fees. Avion Wealth is not positioned as a capital allocator, does not characterize itself as an ESG investor, and does not market pension-consulting or multi-state adviser services. The firm was named among Top RIA Firms by FA Magazine in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities48%
- Public Funds/Mutual Funds45%
- Cash & Cash Equivalents4%
- US Government Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 295Active vs passive
$491M in ETFs
72%
$353M
22%
$137M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD ULTRA-SHORT BOND ETF (VUSB) | Vanguard | Active | Ultrashort Bond | $86M | 1,734,876 | 17.52% |
Location
The Woodlands, TX
Montgomery
Location
The Woodlands, TX
Headquartered in The Woodlands, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Montgomery
- Address
- 2829 Technology Forest Blvd
- Time zone
- CT (UTC-6)
- Office locations
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