Avion Wealth, LLC
● SEC registered since 2015CRD 134242SEC# 801-99351The Woodlands, TX
Reg. AUM
$984.6M
Employees
15
Accounts
1,702
Location
The Woodlands, TX
Avion Wealth, LLC assets under management
Avion Wealth, LLC operates as an SEC-registered investment adviser based in The Woodlands, TX. The firm has been registered since 2015. It reports $984.6 million in regulatory assets under management and employs 15 people.
Avion Wealth, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ashley Dominey Stewart | Partner & Wealth Manager | Under 5% | 2018 |
| Elizabeth Ann Brady | Partner & Wealth Manager | 5-10% | 2016 |
| Paul James Carroll Control | Chief Compliance Officer | Over 75% | 2003 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Avion Wealth, LLC manage?
Avion Wealth, LLC reports $984.6 million in regulatory assets under management on its Form ADV.
How many employees does Avion Wealth, LLC have?
Avion Wealth, LLC reports 15 employees.
Where is Avion Wealth, LLC located?
Avion Wealth, LLC is based in The Woodlands, TX and has been SEC-registered since 2015.
Does Avion Wealth, LLC disclose fund performance?
Avion Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2829 Technology Forest Boulevard, Suite 300, The Woodlands, TX 77381-3913 |
| Phone | 281-528-1200 |
| Fax | 888-868-1168 |
| Office hours | 8a.m. - 5 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$984.6M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$984.6Mregulatory AUM
Discretionary $984MNon-discretionary $561K