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| Avion Wealth LLC
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|---|---|
| CRD # | 134242 |
| SEC # | 801-99351 |
| CIK # | 0001792704 |
| AUM | 984.6 M (2026-05-06) |
| Employees | 15 (53% Investors, 0% Brokers) |
| Phone | 281-528-1200 |
| Address | 2829 Technology Forest Boulevard The Woodlands, TX 77381-3913 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| SPDR Gold Trust | 0.0 | |
| Nvidia Corp | 0.0 | |
| Apple Inc | 0.0 | |
| Service Corporation International | 0.0 | |
| Kinder Morgan Inc | 0.0 | |
| Boeing Co | 0.0 | |
| Halliburton Co | 0.0 | |
| Tesla Motors Inc | 0.0 | |
| Amazon Com Inc | 0.0 | |
| Microsoft Corp | 0.0 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 31 | 31.6 |
| (b) Individuals (high net worth individuals) | 269 | 953.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,702 | 984.6 |
| By Discretionary | ||
| Discretionary | 1,701 | 984.0 |
| Non-Discretionary | 1 | 0.6 |
| Total | 1,702 | 984.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 984.6 | |
| Total | 1,702 | 984.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001792704] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
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|
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