Avondale Wealth Management LLC
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
- Client types
- HNWI78.72%
- Individuals21.28%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Avondale Wealth Management LLC is an independent, individually owned registered investment adviser; it is SEC-registered (2015). The firm serves both individual and family clients and institutional clients, providing financial planning and portfolio management services geared toward individuals and small businesses. Its fee model combines ad valorem fees (percentage of assets under management) with fixed fees. The firm describes itself as a capital allocator and does not position itself as an active ESG investor.
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 Equities68%
- Private Funds14%
- Cash & Cash Equivalents7%
- Public Funds/Mutual Funds5%
- State & Local Bonds3%
Owners & executives
1 of 1
Justin Jacobs
CEO & FounderCRD 4268827
Contacts
3 of 4
Steven Price
Vice President, Senior Financial AdvisorCRD 6548741
Joanne Burks
Director of Client ServiceCRD 6872116
Trevin Harris
Financial AdvisorCRD 7973237
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$194M in ETFs
61%
$117M
39%
$76.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $46.2M | 60,330 | 23.84% |
Location
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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