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John Wilson Spears

AVONDALE WEALTH MANAGEMENT LLC·DALLAS, Texas
Clean recordAVONDALE WEALTH MANAGEMENT LLC
14901 QUORUM DRIVE, DALLAS, TX 75254CRD# 4168025Firm CRD# 152590

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Wilson Spears · DALLAS, TX
Registration
CRD #4168025 · AVONDALE WEALTH MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Wilson Spears is a registered financial advisor based in DALLAS, Texas, affiliated with AVONDALE WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
AVONDALE WEALTH MANAGEMENT LLC
AVONDALE WEALTH MANAGEMENT LLC
AUM
$250M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at AVONDALE WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4168025
Firm CRD# 152590
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Wilson Spears offer?
John Wilson Spears specializes in Financial Planning, Investment Management. Contact their office in DALLAS, Texas for a consultation.
What are John Wilson Spears's credentials?
John Wilson Spears is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Wilson Spears located?
John Wilson Spears is based in DALLAS, Texas, working with AVONDALE WEALTH MANAGEMENT LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does John Wilson Spears charge for services?
John Wilson Spears's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AVONDALE WEALTH MANAGEMENT LLC?
AVONDALE WEALTH MANAGEMENT LLC has approximately 5 employees and manages $250M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AVONDALE WEALTH MANAGEMENT LLC

Joanne G Burks
WEST LAKE HILLS, TX
Andrew Patrick Mutscheller
DALLAS, TX
Justin Coy Jacobs
WEST LAKE HILLS, TX
Luke Martin Ocker
HOUSTON, TX

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Research
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