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AVALAN, LLC

SANTA BARBARA, CA · CRD 156109 · IAPD ↗ · winewomenworth.com · 805-962-7725

$621.8MRegulatory AUM
11Advisory reps
11Employees
0Clients
1-10Planning clients
1Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — AVALAN, LLC crossed $500M in regulatory AUM ($488.9M -> $621.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
28
April 2025 — AVALAN, LLC changed its website from avalanwealth.com to winewomenworth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
April 2025 — AVALAN, LLC notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
November 2024 — AVALAN, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
April 2024 — AVALAN, LLC changed its website from fasttrackbyavalan.com to avalanwealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

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