AVALON WEALTH PARTNERS

AVALON WEALTH PARTNERS of HENDERSON, NV is an SEC-registered investment adviser (CRD 327255). Regulatory assets under management: $10.4M.

Registration

• CRD: 327255
• Type: Registered investment adviser
• Location: 1671 W. HORIZON RIDGE PKWY, HENDERSON, NV, 89012
• Phone: 702-342-8660
• Latest filing: 2026-06-08
• Regulatory AUM: $10.4M
• Discretionary AUM: $10.4M
• Clients: 1
• Accounts: 67

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 327255 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search