# Avondale Wealth Management LLC

> Avondale Wealth Management LLC is an SEC-registered investment advisory firm in West Lake Hills, TX, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 17, 2026.

- CRD: 152590
- Filed as: AVONDALE WEALTH MANAGEMENT LLC
- Also doing business as: AVONDALE WEALTH ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: West Lake Hills, TX
- Filing period: October 2026
- Form ADV filing dated: September 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/152590
- AdvisorCensus page: https://advisorcensus.com/firm/avondale-wealth-management-llc-west-lake-hills-tx-152590

## Quick answers

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

**Where is Avondale Wealth Management LLC located?**
Avondale Wealth Management LLC's principal office is in West Lake Hills, TX, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Avondale Wealth Management LLC registered with the SEC or a state?**
Avondale Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 152590.

**How much does Avondale Wealth Management LLC manage?**
Avondale Wealth Management LLC reports $326,716,990 in regulatory assets under management in its Form ADV filing dated September 17, 2026 (87% discretionary).

**How have Avondale Wealth Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Avondale Wealth Management LLC: Regulatory assets under management: $197,701,772 in the October 2021 data and $326,716,990 in the October 2026 data, up 65%. Total employees: 5 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Avondale Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (127); high net worth individuals (73); charitable organizations (1).

**Which custodians does Avondale Wealth Management LLC use?**
Avondale Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Avondale Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/152590

**Does Avondale Wealth Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "There is a suggested portfolio minimum of $1,000,000 for the standard service offering at Avondale, though Avondale management can waive this minimum in certain circumstances."

**What changed in Avondale Wealth Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $285,845,649 to $326,716,990 (+14%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> There is a suggested portfolio minimum of $1,000,000 for the standard service offering at Avondale, though Avondale management can waive this minimum in certain circumstances.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $326,716,990
- Discretionary: $284,278,610
- Non-discretionary: $42,438,380

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 127 | $69,511,239 |
| High net worth individuals | 73 | $257,194,664 |
| Charitable organizations | 1 | $11,087 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2015 (11 years)
- Employees: 7 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- The Woodlands, TX

### Websites listed on Form ADV (Item 1.I)
- avondalewealth.com
- LinkedIn @AVONDALE-WEALTH-ADVISORS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $197,701,772 | 5 | March 1, 2021 |
| October 2022 | $207,064,832 | 5 | March 30, 2022 |
| October 2023 | $217,020,281 | 5 | March 30, 2023 |
| October 2024 | $250,378,896 | 5 | March 27, 2024 |
| October 2025 | $285,845,649 | 6 | March 28, 2025 |
| October 2026 | $326,716,990 | 7 | September 17, 2026 |

Regulatory assets under management: $197,701,772 in the October 2021 data and $326,716,990 in the October 2026 data, up 65%.
Total employees: 5 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $285,845,649 to $326,716,990 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Avondale Wealth Management LLC (CRD 152590): Form ADV filing data as of October 2026.