THE WOODLANDS, TXCRD 134242Latest ADV March 12, 2026
Avion Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in The Woodlands, TX. Its latest Form ADV filing, dated March 12, 2026, reports $985M in regulatory assets under management, 15 employees, and 1,702 accounts.
Assets Under Management
$985M
Employees
15
Offices
--
Total Clients
300
Primary office
THE WOODLANDS, TX
2829 TECHNOLOGY FOREST BOULEVARD, SUITE 300, THE WOODLANDS, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 89.7% of total clients.
Top client categories% of clientsClients
1
HNWI
89.7%
269
2
Individuals
10.3%
31
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$985Mas of March 12, 2026
Discretionary99.9%
$984M
100% of total RAUM99.9%
Non-discretionary0.1%
$561K
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$985M
Total Accounts1,702
10Y AUM Change+$689M (+233.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee20:1
10Y Employee Change+7 (+87.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.