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| Happy Holidays!! thanks for using AUM13F!! |
| Avondale Wealth Management LLC
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| CRD # | 152590 |
| SEC # | 801-101528 |
| CIK # | 0001738720 |
| AUM | $285.8 M (2025-03-28) |
| Employees | 6 (50% Investors, 17% Brokers) |
| Phone | 512-505-8148 |
| Address | 4407 Bee Cave Rd West Lake Hills, TX 78746 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001738720 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 3.7 | ||
| Apple Inc | 2.9 | ||
| DraftKings Inc | 2.8 | ||
| Amazon Com Inc | 2.2 | ||
| Advanced Micro Devices Inc | 1.7 | ||
| Palantir Technologies Inc | 1.7 | ||
| Tesla Motors Inc | 1.6 | ||
| UAL Corp /DE/ | 1.4 | ||
| Wal Mart Stores Inc | 1.2 | ||
| Atlas Crest Investment Corp | 0.9 | ||
| Schwab Charles Corp | 0.8 | ||
| Sentinelone Inc | 0.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 77 | 61.5 |
| (b) Individuals (high net worth individuals) | 44 | 224.3 |
| (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 | 553 | 285.8 |
| By Discretionary | ||
| Discretionary | 381 | 244.5 |
| Non-Discretionary | 172 | 41.3 |
| Total | 553 | 285.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.5 | |
| United States Persons | 283.4 | |
| Total | 553 | 285.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001738720] |
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|---|---|---|
|
Siebert Advisornxt LLC
✚
|
NY | 0.3 |
|
Intrinsic Wealth Counsel Inc
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AZ | 0.3 |
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OMC Financial Services Ltd
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NY | 0.3 |
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Belvoir Wealth Management AG
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0.3 | |
|
Model Wealth Inc
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|
0.3 | |
|
Aspen Investment Management Inc
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MI | 0.3 |
|
Legacy Financial Advisors Corporation
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|
MN | 0.3 |
|
Blue Oak Capital LLC
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|
CA | 0.3 |
|
AllSquare Wealth Management LLC
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|
NY | 0.3 |
|
Walker Asset Management LLC
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|
0.3 |