AVONDALE WEALTH MANAGEMENT LLC of WEST LAKE HILLS, TX is an SEC-registered investment adviser (CRD 152590). Regulatory assets under management: $326.7M.
Compensation: % of AUM, Fixed, Performance.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Brown T Michael | MANAGER/CHIEF COMPLIANCE OFFICER | Calgary, A0 |
| Justin Coy Jacobs | CEO AND FOUNDER | — |
| Joanne G Burks | CHIEF COMPLIANCE OFFICER | — |
| SPEARS JOHN WILSON | MANAGING MEMBER | — |
| MUTSCHELLER ANDREW PATRICK | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| MCGEE SAMUEL SEAN | MANAGING MEMBER; MANAGING MEMBER, CO-CEO AND CHIEF FINANCIAL OFFICER - DESIGNATED OFFICER; MANAGING MEMBER, CO-CEO AND CHIEF INVESTMENT OFFICER | — |
| JACOBS JUSTIN COY | CEO AND FOUNDER; MANAGING MEMBER; MANAGING MEMBER, CO-CEO AND CHIEF FINANCIAL OFFICER (+1 more) | — |
| OCKER LUKE MARTIN | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| OCKER LUKE | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| BURKS JOANNE G | CHIEF COMPLIANCE OFFICER | — |