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Tred Avon Family Wealth
TRED AVON FAMILY WEALTH, LLC is an SEC-registered investment adviser in EASTON, MD, registered since 2015. The firm manages $432 million in assets, $124...
Overview
TRED AVON FAMILY WEALTH, LLC is an SEC-registered investment adviser in EASTON, MD, registered since 2015. The firm manages $432 million in assets, $124 million on a discretionary basis. It has 3 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Year founded
2014
Location
Region
North America
Country
United States
City
Easton
Corporate office
Easton, MD, United States
Sector focus
Frequently asked questions
What services does Tred Avon Family Wealth provide to its clients?
The firm offers comprehensive wealth management services including investment management, financial planning, estate and trust administration, and tax strategy. It tailors these services to a small set of families, blending external fund allocations with direct private investments. Specific service packages or minimums are not publicly disclosed.
Where is Tred Avon Family Wealth located?
The firm is headquartered in Easton, Maryland, in the Chesapeake Bay region, specifically along the Tred Avon River in Talbot County. No additional office locations have been confirmed from public sources. The office serves clients primarily in the Mid-Atlantic and East Coast areas.
What is known about Tred Avon Family Wealth's leadership or team?
The firm does not publicly name its principals, investment committee members, or professional team. No individual biographies or titles are listed in public sources, including LinkedIn or a corporate website. This lack of transparency is typical for smaller, highly private multi-family offices serving a limited client base.
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