AVONDALE WEALTH MANAGEMENT LLC

WEST LAKE HILLS, Texas·5 registered advisors·CRD# 152590
SEC# 801-1015281512-505-8148
01

Firm Overview

AUM
$250M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

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

Specialties

Financial PlanningInvestment Management
04

Advisors at AVONDALE WEALTH MANAGEMENT LLC

5 registered advisors
Andrew Patrick Mutscheller
DALLAS, Texas
Joanne G Burks
WEST LAKE HILLS, Texas
John Wilson Spears
DALLAS, Texas
Justin Coy Jacobs
WEST LAKE HILLS, Texas
Luke Martin Ocker
HOUSTON, Texas
05

Office Locations

DALLAS, Texas
2 advisors
WEST LAKE HILLS, Texas
2 advisors
HOUSTON, Texas
1 advisor

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Data sourced from SEC Form ADV filings. AVONDALE WEALTH MANAGEMENT LLC (CRD# 152590) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.