Tred Avon Family Wealth, LLC
● SEC registered since 2015CRD 174115SEC# 801-106937Easton, MD
Reg. AUM
$431.9M
Employees
3
Accounts
347
Location
Easton, MD
Tred Avon Family Wealth, LLC assets under management
Tred Avon Family Wealth, LLC is a registered investment adviser overseen by the SEC based in Easton, MD. The firm has been registered since 2015. It reports $431.9 million in regulatory assets under management and employs 3 people.
Tred Avon Family Wealth, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Frances Elizabeth Spurry Control | Managing Member/Owner | Over 75% | 2014 |
| Terry Cullen Warren Control | Chief Compliance Officer | Under 5% | 2026 |
Frequently asked questions
How much does Tred Avon Family Wealth, LLC manage?
Tred Avon Family Wealth, LLC reports $431.9 million in regulatory assets under management on its Form ADV.
How many employees does Tred Avon Family Wealth, LLC have?
Tred Avon Family Wealth, LLC reports 3 employees.
Where is Tred Avon Family Wealth, LLC located?
Tred Avon Family Wealth, LLC is based in Easton, MD and has been SEC-registered since 2015.
Does Tred Avon Family Wealth, LLC disclose fund performance?
Tred Avon Family Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8603 Commerce Drive, Suite 7a, Easton, MD 21601 |
| Phone | 410-310-2064 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$431.9M▼ 9%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$431.9Mregulatory AUM
Discretionary $123.7MNon-discretionary $308.2M