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, SEC-registered registered investment adviser organized as an LLC and operating since 2015. Ownership is individual, and the firm focuses on providing financial planning and portfolio management primarily for individual and family clients and small businesses. Its fee model blends AUM-based percentages with fixed fees; discretionary management represents the vast majority of assets under management. The firm does not present itself as an ESG-focused investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant. Avion Wealth was recognized on FA Magazine’s Top RIA Firms list 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
1 of 1
John Hollie
President and CEOCRD 7923224
Contacts
3 of 11Carl Christensen
Investment AdviserCRD 5306045
Elizabeth Brady
Partner, Wealth ManagerCRD 6284248
Alexander Amundson
Associate Wealth ManagerCRD 6327059
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 603Active vs passive
$943M in ETFs
74%
$693M
20%
$250M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD ULTRA-SHORT BOND ETF (VUSB) | Vanguard | Active | Ultrashort Bond | $74.6M | 1,498,238 | 7.91% |
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
Similar firms
Erguz, LLC
RIAThe Woodlands, TX
Rhame & Gorrell Wealth Management
RIAThe Woodlands, TX
Waterway Wealth Management, L.L.C.
RIAThe Woodlands, TX
Bellatore Financial, Inc.
RIAThe Woodlands, TX
CHJ Wealth Management
RIAThe Woodlands, TX
IAS Wealth Management, Inc.
RIAThe Woodlands, TX