# AVONDALE WEALTH MANAGEMENT LLC

AVONDALE WEALTH MANAGEMENT LLC of WEST LAKE HILLS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 152590
- Type: SEC-registered investment adviser
- SEC file number: 801-101528
- Location: 4407 BEE CAVE RD., SUITE 421, WEST LAKE HILLS, TX, 78746
- Phone: 512-505-8148
- Latest filing: 2026-04-01
- Regulatory AUM: $326.7M
- Discretionary AUM: $284.3M
- Non-discretionary AUM: $42.4M
- Clients: 7
- Accounts: 610

## Business model

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

## Officers, owners & control persons (10)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152590/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152590/similar
- Related entities: https://search.stillhousedata.com/firm/152590/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152590

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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.