Investment adviser · CRD 152590
AVONDALE WEALTH MANAGEMENT LLC
Investment adviser filing (IA)
WEST LAKE HILLS, TX, United States · Form ADV filed Sep 17, 2026
- Regulatory AUM
- $327M Form ADV · Item 5.F
- Client accounts
- 610 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 73 | $257,194,664 | 78.7% |
| Individuals | 127 | $69,511,239 | 21.3% |
| Charities | Fewer than 5 | $11,087 | 0.0% |
Filing source
Form ADV 2129540 · Sep 17, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 17, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
4407 BEE CAVE RD., SUITE 421WEST LAKE HILLS, TX, 78746, United States
CRD 152590
Filing source
Form ADV 2129540 · Sep 17, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.