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| TRED Avon Family Wealth LLC
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|---|---|
| CRD # | 174115 |
| SEC # | 801-106937 |
| CIK # | 0002094435 |
| AUM | 431.9 M (2026-03-27) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 410-310-2064 |
| Address | 8603 Commerce Drive Easton, MD 21601 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Bank of America Corp /DE/ | 14.0 | ||
| Apple Inc | 10.1 | ||
| Microsoft Corp | 9.3 | ||
| Johnson & Johnson | 7.2 | ||
| Amazon Com Inc | 6.7 | ||
| Alphabet Inc | 5.9 | ||
| Nvidia Corp | 5.2 | ||
| J P Morgan Chase & Co | 4.4 | ||
| Alphabet Inc | 3.9 | ||
| Broadcom Inc | 3.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 32 | 4.5 |
| (b) Individuals (high net worth individuals) | 296 | 390.4 |
| (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 | 10 | 11.3 |
| (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 | 9 | 25.7 |
| (n) Other | 0 | 0.0 |
| Total | 347 | 431.9 |
| By Discretionary | ||
| Discretionary | 26 | 123.7 |
| Non-Discretionary | 321 | 308.2 |
| Total | 347 | 431.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 431.9 | |
| Total | 347 | 431.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002094435] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 60 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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Robinswood Financial LLC
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Lisanti Capital Growth LLC
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FSB Premier Wealth Management Inc
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MRWM Advisors LLC
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NBZ Investment Advisors LLC
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|
Prospect Financial Services LLC
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MWM Group LLC
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Causey Public Finance LLC
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430.9 M |