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TRED AVON FAMILY WEALTH, LLC

EASTON, MD · CRD 174115 · IAPD ↗ · tredavonfamilywealth.com · 410-310-2064

$431.9MRegulatory AUM
2Advisory reps
3Employees
60Clients
11-25Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — TRED AVON FAMILY WEALTH, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
February 2026 — TRED AVON FAMILY WEALTH, LLC notice-filed in NY, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — TRED AVON FAMILY WEALTH, LLC reported RAUM up 62% ($292.8M -> $473.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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