AVALON WEALTH ADVISORY, INC.

AVALON WEALTH ADVISORY, INC. of INDIANAPOLIS, IN is an SEC-registered investment adviser (CRD 114311).

Registration

• CRD: 114311
• Type: Registered investment adviser
• Location: 9775 CROSSPOINT BLVD., INDIANAPOLIS, IN, 46256
• Phone: 317-814-4790
• Latest filing: 2026-03-09
• Clients: 15

Business model

Compensation: Fixed.

Clients served: Individuals, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 114311 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search