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AVONDALE WEALTH MANAGEMENT LLC

WEST LAKE HILLS, TX · CRD 152590 · IAPD ↗ · avondalewealth.com · 512-505-8148

$326.7MRegulatory AUM
3Advisory reps
7Employees
1Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — AVONDALE WEALTH MANAGEMENT LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
48
November 2024 — AVONDALE WEALTH MANAGEMENT LLC moved its main office from AUSTIN, TX to WEST LAKE HILLS, TX.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.