Avondale Wealth Management LLC

RIASEC RegisteredEst. 2015
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, Performance Based Fees
Client types
  • HNWI78.72%
  • Individuals21.28%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Avondale Wealth Management LLC is an independent registered investment adviser organized as an LLC and operating since 2015. The firm serves both individual/family and institutional clients and acts as a capital allocator, overseeing third‑party fund relationships in addition to direct portfolio management. Its advisory services emphasize financial planning and portfolio management for individuals and small businesses. Avondale charges a mix of percentage‑of‑AUM, fixed, and performance‑based fees. The firm does not describe itself as an active ESG investor and is not registered as a multi‑state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

2 of 2
  • Justin Jacobs

    Justin Jacobs

    CEO & FounderCRD 4268827

  • Joanne Burks

    Joanne Burks

    CFO and COOCRD 6872116

Contacts

3 of 3
  • Aaron Haase

    Aaron Haase

    Client Services AssociateCRD 8287479

  • Trevin Harris

    Trevin Harris

    Financial AdvisorCRD 7973237

  • Steven Price

    Steven Price

    Vice President, Senior Financial AdvisorCRD 6548741

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 36

Active vs passive

$215M in ETFs

Passive

56%

$120M

Active

44%

$94.8M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$45.7M60,97821.29%
Unlock additional holdings →

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth