AVONDALE WEALTH MANAGEMENT LLC

Overview

Avondale Wealth Management LLC is an independent registered investment adviser that mixes passive and active building blocks to manage client portfolios. The firm describes itself as a capital allocator serving individual, family and institutional clients and uses a fee mix that includes percentage-of-AUM, fixed fees and performance-based arrangements. Its public filing profile shows a clear preference for equity exposures, delivered primarily through exchange-traded vehicles, while also allocating to third‑party alternative managers when clients’ objectives call for diversification beyond traditional long-only portfolios. Portfolio construction places emphasis on broad-market ETF cores supplemented by selected active holdings and external alternative funds. Avondale is not focused on ESG integration at the firm level and operates under a single-owner structure. Registered since 2015, the firm provides financial planning and portfolio management for individuals and small businesses and typically manages client portfolios on a discretionary basis.

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Location & Offices