# AVION WEALTH, LLC

AVION WEALTH, LLC of THE WOODLANDS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 134242
- Type: SEC-registered investment adviser
- SEC file number: 801-99351
- Location: 2829 TECHNOLOGY FOREST BOULEVARD, SUITE 300, THE WOODLANDS, TX, 77381-3913
- Phone: 281-528-1200
- Latest filing: 2026-05-06
- Regulatory AUM: $984.6M
- Discretionary AUM: $984.0M
- Non-discretionary AUM: $561K
- Clients: 15
- Accounts: 1,702

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Paul James Carroll | CHIEF COMPLIANCE OFFICER | — |
| Ashley Dominey Stewart | PARTNER & WEALTH MANAGER | — |
| Elizabeth Ann Brady | PARTNER & WEALTH MANAGER | — |
| Sarah Elizabeth Mcivor | PARTNER & WEALTH MANAGER | — |
| CARROLL PAUL JAMES | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; PRINCIPAL/CHIEF COMPLIANCE OFFICER | — |
| Brady ELIZABETH ANN | PARTNER & WEALTH MANAGER; WEALTH MANAGER | — |
| Stewart ASHLEY Dominey | PARTNER; PARTNER & WEALTH MANAGER | — |
| McIvor SARAH ELIZABETH | PARTNER; PARTNER & WEALTH MANAGER | — |
| Waltrip Katie | BUSINESS OPERATIONS MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/134242/brochure
- Similar advisers: https://search.stillhousedata.com/firm/134242/similar
- Related entities: https://search.stillhousedata.com/firm/134242/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/134242

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.