Avondale Wealth Management LLC

RIASEC Registered
Total AUM
$327M
Discretionary
$284M
87% of AUM
Avg account
$536K
Accounts
610
Employees
7
Advisory reps
5

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

FINTRX

Overview

Avondale Wealth Management LLC is an independent, individual-owned registered investment adviser that has been SEC-registered since 2015. The firm serves both individual/family and institutional clients and describes itself as a capital allocator. Primary services include financial planning and portfolio management for individuals and small businesses. Its fee arrangements combine percentage-of-AUM billing with fixed fees. Avondale does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 68%, Private Funds 14%, Cash & Cash Equivalents 7%, Public Funds/Mutual Funds 5%, State & Local Bonds 3%, US Government Bonds 2%, Investment Grade Corp Bonds 1%68%
  • Exchange Traded Equities68%
  • Private Funds14%
  • Cash & Cash Equivalents7%
  • Public Funds/Mutual Funds5%
  • State & Local Bonds3%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 29

Active vs passive

$194M in ETFs

Passive

61%

$117M

Active

39%

$76.4M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$46.2M60,33023.84%
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Location

Primary office

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

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