WEST LAKE HILLS, TXCRD 152590Latest ADV April 1, 2026
Avondale Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in West Lake Hills, TX. Its latest Form ADV filing, dated April 1, 2026, reports $327M in regulatory assets under management, 7 employees, 1 office, and 610 accounts.
Assets Under Management
$327M
Employees
7
Offices
1 office
Total Clients
201
Primary office
WEST LAKE HILLS, TX
4407 BEE CAVE RD., SUITE 421, WEST LAKE HILLS, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 63.2% of total clients.
Top client categories% of clientsClients
1
Individuals
63.2%
127
2
HNWI
36.3%
73
3
Charitable
0.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$327Mas of April 1, 2026
Discretionary87.0%
$284M
87% of total RAUM87.0%
Non-discretionary13.0%
$42M
13% of total RAUM13.0%
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.
Total AUM$327M
Total Accounts610
10Y AUM Change+$162M (+98.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee29:1
10Y Employee Change+2 (+40.0%)
* 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.