# Avalon

> Avalon is a state-registered investment advisory firm in Boca Raton, FL, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 27, 2026.

- CRD: 168033
- Filed as: AVALON
- Legal name: Rowe Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Boca Raton, FL
- Filing period: October 2026
- Form ADV filing dated: April 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/168033
- AdvisorCensus page: https://advisorcensus.com/firm/avalon-boca-raton-fl-168033

## Quick answers

**How is Avalon compensated?**
On its Form ADV (Item 5.E, October 2026), Avalon reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.

**Where is Avalon located?**
Avalon's principal office is in Boca Raton, FL, according to its Form ADV.

**Is Avalon registered with the SEC or a state?**
Avalon is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 168033.

**How much does Avalon manage?**
Avalon reports $31,442,447 in regulatory assets under management in its Form ADV filing dated April 27, 2026 (100% discretionary).

**What types of clients does Avalon serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (26); high net worth individuals (15).

**Does Avalon report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/168033

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $31,442,447
- Discretionary: $31,442,447
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 26 | $12,331,023 |
| High net worth individuals | 15 | $19,111,424 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Other

### Firm details
- Registered since: 2014 (12 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, LA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- avaloninvest.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Avalon (CRD 168033): Form ADV filing data as of October 2026.