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⚲
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| Avion Wealth LLC
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|
|---|---|
| CRD # | 134242 |
| SEC # | 801-99351 |
| CIK # | 0001792704 |
| AUM | $848.7 M (2025-05-08) |
| Employees | 15 (67% Investors, 0% Brokers) |
| Phone | 281-528-1200 |
| Address | 2829 Technology Forest Boulevard The Woodlands, TX 77381-3913 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Kinder Morgan Inc | 0.0 | ||
| Service Corporation International | 0.0 | ||
| Boeing Co | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Exxon Mobil Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Enterprise Products Partners L P | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| Halliburton Co | 0.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27 | 21.5 |
| (b) Individuals (high net worth individuals) | 245 | 827.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,523 | 848.7 |
| By Discretionary | ||
| Discretionary | 1,523 | 848.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,523 | 848.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 848.7 | |
| Total | 1,523 | 848.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001792704] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Altiora Financial Group LLC
✚
|
0.9 | |
|
Aufman Associates Inc
✚
|
PA | 0.9 |
|
RPG Investment Advisory LLC
✚
|
CA | 0.9 |
|
Pettyjohn Wood & White Inc
✚
|
VA | 0.9 |
|
Baseline Wealth Management Ltd
✚
|
0.9 | |
|
Jamison Private Wealth Management Inc
✚
|
GA | 0.9 |
|
JLB & Associates Inc
✚
|
MI | 0.8 |
|
Studio Investment Management LLC
✚
|
IL | 0.8 |
|
Financial Enhancement Group LLC
✚
|
IN | 0.8 |
|
South Street Advisors LLC
✚
|
NY | 0.8 |