Full text of AVALON WEALTH MANAGEMENT LLC's X-17A-5 filed 2022-03-23 (period 2021-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ AVALON WEALTH MANAGEMENT LLC #### FINANCIAL STATEMENTS AND SUPPLEMENTAL INFORMATION #### FOR THE # YEAR ENDED DECEMBER 31, 2021 # AND REPORT OF INDEPENDENT REGISTERED #### PUBLIC ACCOUNTING FIRM {1}------------------------------------------------ | OMB Number: 3235-0123<br>SECURITIES AND EXCHANGE COMMISSION<br>Expires: Oct. 31, 2023<br>Washington, D.C. 20549<br>Estimated average burden<br>hours per response: 12<br>ANNUAL REPORTS<br>SEC FILE NUMBER<br>FORM X-17A-5<br>8-69066<br>PART III<br>FACING PAGE<br>Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934<br>AND ENDING 12/31/2021<br>FILING FOR THE PERIOD BEGINNING 01/01/2021<br>MM/DD/YY<br>MM/DD/YY<br>A. REGISTRANT IDENTIFICATION<br>NAME OF FIRM: Avalon Wealth Management LLC<br>TYPE OF REGISTRANT (check all applicable boxes):<br>LJ Major security-based swap participant<br>Broker-dealer<br>Check here if respondent is also an OTC derivatives dealer<br>ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.)<br>2929 Allen Parkway, Suite 3000<br>(No. and Street)<br>77019<br>Houston<br>lexas<br>(Zip Code)<br>(City)<br>(State)<br>PERSON TO CONTACT WITH REGARD TO THIS FILING<br>Christina Ibrahim<br>713-238-2050<br>cibrahim(@avalonadvisors.com<br>(Email Address)<br>(Name)<br>(Area Code - Telephone Number)<br>B. Accountant identification<br>INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing *<br>Melton & Melton L.L.P.<br>(Name - if individual, state last, first, and middle name)<br>Texas<br>77072<br>6002 Rogerdale Road, Ste 200 Houston<br>(Address)<br>(City)<br>(State)<br>(Zip Code)<br>(Date of Registration with PCAOB)(if applicable)<br>(PCAOB Registration Number, if applicable)<br>FOR OFFICIAL USE ONLY | UNITED STATES | | OMB APPROVAL | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------…Read the full text as markdown