Avondale Wealth Management LLC
● SEC registered since 2015CRD 152590SEC# 801-101528West Lake Hills, TX
Reg. AUM
$326.7M
Employees
7
Accounts
610
Location
West Lake Hills, TX
About Avondale Wealth Management
Avondale Wealth Advisors provides family-focused stewardship for individuals and families building and transferring wealth across generations. The firm describes a tailored financial ecosystem spanning growth, sustainability, optimization, and legacy transfer.
Summary based on the firm’s website.
Avondale Wealth Management LLC assets under management
Avondale Wealth Management LLC operates as an SEC-registered investment adviser based in West Lake Hills, TX. The firm has been registered since 2015. It reports $326.7 million in regulatory assets under management and employs 7 people.
Avondale Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joanne G Burks Control | Chief Compliance Officer | Under 5% | 2017 |
| Justin Coy Jacobs Control | Ceo And Founder | Over 75% | 2010 |
Frequently asked questions
How much does Avondale Wealth Management LLC manage?
Avondale Wealth Management LLC reports $326.7 million in regulatory assets under management on its Form ADV.
How many employees does Avondale Wealth Management LLC have?
Avondale Wealth Management LLC reports 7 employees.
Where is Avondale Wealth Management LLC located?
Avondale Wealth Management LLC is based in West Lake Hills, TX and has been SEC-registered since 2015.
Does Avondale Wealth Management LLC disclose fund performance?
Avondale Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4407 Bee Cave Rd., Suite 421, West Lake Hills, TX 78746 |
| Phone | 512-505-8148 |
| Fax | 888-686-3430 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1738720 |
| Discloses disciplinary history | No |
Regulatory AUM
$326.7M▲ 14%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,369 advisers
EmployeesTop 51%
More than 49% of 16,804 advisers
Assets under management
$326.7Mregulatory AUM
Discretionary $284.3MNon-discretionary $42.4M