AVALON WEALTH PARTNERS

Overview

Avalon Wealth Partners is a small, independent registered investment adviser that focuses on serving individual and family clients with discretionary portfolio management and financial planning. The firm acts as a capital allocator and uses a mix of in-house portfolio construction and third-party manager selection, particularly when clients need access to strategies outside the core equity sleeve. Its stated business activities include financial planning services, portfolio management for individuals and small businesses, and the selection of other advisers, which signals a hybrid advisory model combining direct investment management with curated external managers. Investment preference tilts strongly to equities, primarily implemented through exchange-traded securities. The firm’s fee menu is flexible — it charges a percentage of AUM and also uses hourly and fixed-fee arrangements, plus other fee structures for specific services — allowing it to tailor engagement terms to smaller, fee-sensitive clients. Avalon positions itself to deliver liquid, low-friction equity exposure as the backbone of client portfolios while layering in mutual funds and selected alternative exposures where appropriate.

Assets & Accounts

Public Holdings

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Location & Offices