AVALON WEALTH MANAGEMENT LLC X-17A-5 (2018-02-26) — Broker-dealer annual report

Full text of AVALON WEALTH MANAGEMENT LLC's X-17A-5 filed 2018-02-26 (period 2017-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.

• Company: AVALON WEALTH MANAGEMENT LLC
• Form: X-17A-5
• Filed: 2018-02-26
• Period: 2017-12-31
• Accession: 0001544541-18-000002
• CIK: 1544541
• File #: 8-69066
• Material weakness: No
• Auditor: MELTON & MELTON, L.L.P.
• Auditor location: HOUSTON, TX
• Contact: Peggy E Lebert
• Phone: 713-238-2058
• Signed by: Chase Robison (Chief Financial Officer, FINOP)

Document text (excerpt)

X-17A-5 0001544541 XXXXXXXX LIVE true false false 01-01-2017 12-31-2017 Broker-dealer N AVALON WEALTH MANAGEMENT LLC 2929 ALLEN PKWY STE 3000 HOUSTON TX 77019-7124 Peggy E Lebert 713-238-2058 MELTON & MELTON, L.L.P. 6002 ROGERDALE RD STE 200 HOUSTON TX 77072-1660 Certified Public Accountant Chase Robison AVALON WEALTH MANAGEMENT LLC 12-31-2017 N/A Chase Robison Chief Financial Officer, FINOP Y

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• X-17A-5 — 2022-03-23
• X-17A-5/A — 2020-07-29
• X-17A-5/A — 2020-07-14
• X-17A-5 — 2020-02-27
• X-17A-5 — 2019-03-01
• X-17A-5 — 2018-01-09
• X-17A-5 — 2017-02-27
• X-17A-5 — 2016-02-29
• X-17A-5 — 2014-03-04

Original filing on SEC EDGAR (source of record)