Avion Wealth
Firm details
- Headquarters
- The Woodlands, Texas
- CRD number
- 134242
- Registered since
- June 8, 2015
- Website
- www.avionwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI96.79%
- Individuals3.21%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Avion Wealth is an independent, individual-owned registered investment adviser that began SEC registration in 2015. The firm focuses on financial planning and portfolio management for individuals and small businesses, charging a mix of percentage-of-AUM and fixed fees. It does not operate as a capital allocator or related adviser, is not registered as a multi-state adviser, and does not market itself as an active ESG investor. Avion Wealth was recognized in 2020 by FA Magazine as a Top RIA Firm.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities48%
- Public Funds/Mutual Funds45%
- Cash & Cash Equivalents4%
- US Government Bonds2%
Owners & executives
1 of 1
John Hollie
President and CEOCRD 7923224
Contacts
3 of 11
Alexander Amundson
Associate Wealth ManagerCRD 6327059
Carl Christensen
Investment AdviserCRD 5306045
Sarah McIvor
Partner, Wealth ManagerCRD 6438824
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 310Active vs passive
$472M in ETFs
73%
$346M
20%
$126M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD ULTRA-SHORT BOND ETF (VUSB) | Vanguard | Active | Ultrashort Bond | $74.6M | 1,498,238 | 15.80% |
Location
The Woodlands, TX
Montgomery
Location
The Woodlands, TX
Headquartered in The Woodlands, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Montgomery
- Address
- 2829 Technology Forest Blvd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Erguz, LLC
RIAThe Woodlands, TX
Rhame & Gorrell Wealth Management
RIAThe Woodlands, TX
Waterway Wealth Management, L.L.C.
RIAThe Woodlands, TX
Bellatore Financial, Inc.
RIAThe Woodlands, TX
CHJ Wealth Management
RIAThe Woodlands, TX
IAS Wealth Management, Inc.
RIAThe Woodlands, TX