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 formed in 2015 and organized as a limited liability company. The firm serves individual and family clients, offering financial planning and portfolio management tailored to individuals and small businesses. Its fees are charged as a percentage of assets under management and via fixed fees. Avion Wealth identifies as an independent RIA and does not position itself as a capital allocator; it is not an active ESG investor and is not multi-state registered. The firm received recognition from FA Magazine in 2020 as a Top RIA Firm. Its operating model centers on discretionary portfolio management for a concentrated base of household clients, with supporting financial planning services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 1John Hollie
President and CEOCRD 7923224
Contacts
3 of 11ALEXANDER AMUNDSON
Associate Wealth ManagerCRD 6327059
CARL CHRISTENSEN
Investment AdviserCRD 5306045
SARAH McIvor
Partner, Wealth ManagerCRD 6438824
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 253Active vs passive
$422M in ETFs
72%
$303M
22%
$118M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD ULTRA-SHORT BOND ETF (VUSB) | Vanguard | Active | Ultrashort Bond | $71.3M | 1,431,950 | 16.91% |
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
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