Avalon Wealth Partners
Firm details
- Headquarters
- Henderson, Nevada
- CRD number
- 327255
- Website
- myavalonwealth.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Avalon Wealth Partners is a small, independently owned registered investment adviser operating as an LLC. The firm positions itself as a capital allocator serving individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and adviser selection services. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements and other billing methods. Avalon does not identify as an active ESG investor and is not designated as a multistate or pension consultant 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 Equities99%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Nicholas Strobelt
FounderCRD 5708987
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Henderson, NV
Clark
Location
Henderson, NV
Headquartered in Henderson, NV, anchoring the Las Vegas-Henderson, NV metro in the West.
- Metro area
- Las Vegas-Henderson, NV
- Region
- West
- County
- Clark
- Address
- 1671 W Horizon Ridge Pkwy
- Time zone
- PT (UTC-8)
- Office locations
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