AVION WEALTH, LLC

AVION WEALTH
THE WOODLANDS, Texas·5 registered advisors·CRD# 134242
SEC# 801-993510281-528-1200
01

Firm Overview

AUM
$780M
Regulatory assets under management
Employees
16
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at AVION WEALTH, LLC

5 registered advisors
Ashley Dominey Stewart
THE WOODLANDS, Texas
Elizabeth Ann Brady
THE WOODLANDS, Texas
Katie Waltrip
THE WOODLANDS, Texas
Paul James Carroll
THE WOODLANDS, Texas
Sarah Elizabeth Mcivor
THE WOODLANDS, Texas
05

Office Locations

THE WOODLANDS, Texas
5 advisors

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Data sourced from SEC Form ADV filings. AVION WEALTH, LLC (CRD# 134242) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.