AVION WEALTH, LLC

AVION WEALTH, LLC of THE WOODLANDS, TX is an SEC-registered investment adviser (CRD 134242). Regulatory assets under management: $984.6M.

Registration

• CRD: 134242
• SEC file number: 801-99351
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 134242 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search