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| Avondale Wealth Management LLC
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|---|---|
| CRD # | 152590 |
| SEC # | 801-101528 |
| CIK # | 0001738720 |
| AUM | 326.7 M (2026-04-01) |
| Employees | 7 (43% Investors, 14% Brokers) |
| Fees | |
| Minimum | |
| Phone | 512-505-8148 |
| Address | 4407 Bee Cave Rd West Lake Hills, TX 78746 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.3 | ||
| Advanced Micro Devices Inc | 4.0 | ||
| Nvidia Corp | 3.6 | ||
| Amazon Com Inc | 2.5 | ||
| Tesla Motors Inc | 2.4 | ||
| Blackstone Group LP | 1.2 | ||
| Wal Mart Stores Inc | 1.1 | ||
| Palantir Technologies Inc | 1.0 | ||
| UAL Corp /DE/ | 0.9 | ||
| DraftKings Inc | 0.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 127 | 69.5 |
| (b) Individuals (high net worth individuals) | 73 | 257.2 |
| (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 | 1 | 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 | 610 | 326.7 |
| By Discretionary | ||
| Discretionary | 442 | 284.3 |
| Non-Discretionary | 168 | 42.4 |
| Total | 610 | 326.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.1 | |
| United States Persons | 324.6 | |
| Total | 610 | 326.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001738720] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 (1 non-US) |
| Serves | Retail |
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