# Avondale Wealth Management

Avondale Wealth Management is a Bank / Wealth / Trust based in West Lake Hills, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** West Lake Hills, United States
- **Region:** North America
- **Address:** West Lake Hills, United States
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** avondalewealth.com
- **LinkedIn:** https://www.linkedin.com/company/avondale-wealth-management

## Regulatory record

- **CRD number:** 152590
- **SEC file number:** 801-101528
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-01T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/152590

## About

Avondale Wealth Management was founded in 2010. It operates as a registered investment adviser and wealth manager. The firm delivers investment advisory services that include financial planning and portfolio management. It serves individuals, high-net-worth individuals, and business and non-profit organizations. No additional offices, team size, or recent operational events from the last 24 months appear in available records.

## Questions

### What type of clients does Avondale Wealth Management advise?

The firm advises individuals, high-net-worth individuals, and business and non-profit organizations.

### What services does Avondale Wealth Management provide?

Services include investment advisory, financial planning, and portfolio management.

### When was Avondale Wealth Management established?

The firm was established in 2010.

### Where is Avondale Wealth Management headquartered?

Headquarters are in West Lake Hills near Austin, Texas.

### Is Avondale Wealth Management a registered investment adviser?

Yes, the firm operates as a registered investment adviser.

## Related profiles

- [Avondale Alternative Advisors](https://altss.com/profile/avondale-alternative-advisors)
- [Avonmore Developments](https://altss.com/profile/avonmore-developments)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/avondale-wealth-management

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