Avondale Wealth Management LLC
Firm details
- Headquarters
- West Lake Hills, Texas
- CRD number
- 152590
- Registered since
- July 24, 2015
- Website
- www.avondalewealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI78.72%
- Individuals21.28%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Avondale Wealth Management LLC is an independent registered investment adviser formed as an LLC and SEC-registered since 2015. The firm is owned by an individual and positions itself as a capital allocator serving both individual/family and institutional clients. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements include both a percentage-of-AUM schedule and fixed-fee engagements. The firm does not describe itself as an active ESG investor and is not designated as a multi-state adviser.
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 Equities68%
- Private Funds14%
- Cash & Cash Equivalents7%
- Public Funds/Mutual Funds5%
- State & Local Bonds3%
Owners & executives
1 of 1
Justin Jacobs
CEO & FounderCRD 4268827
Contacts
3 of 4
Steven Price
Vice President, Senior Financial AdvisorCRD 6548741
Joanne Burks
Director of Client ServiceCRD 6872116
Trevin Harris
Financial AdvisorCRD 7973237
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$215M in ETFs
56%
$120M
44%
$94.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $45.7M | 60,978 | 21.29% |
Location
West Lake Hills, TX
Travis
Location
West Lake Hills, TX
Headquartered in West Lake Hills, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 4407 Bee Caves Rd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Founder Family Financial, LLC
RIAWest Lake Hills, TX
Eltekon Advisors, LLC
RIAWest Lake Hills, TX
Bridgefront Capital, LLC
RIAWest Lake Hills, TX
Brookline Wealth, LLC
RIAWest Lake Hills, TX
Centergate Capital
RIAWest Lake Hills, TX
Shadowridge Asset Management, LLC
RIAWest Lake Hills, TX