Tred Avon Family Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Easton, MD. Its latest Form ADV filing, dated March 27, 2026, reports $432M in regulatory assets under management, 3 employees, and 347 accounts.
Assets Under Management
$432M
Employees
3
Offices
--
Total Clients
347
Primary office
EASTON, MD
8603 COMMERCE DRIVE, SUITE 7A, EASTON, MD, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 85.3% of total clients.
Top client categories% of clientsClients
1
HNWI
85.3%
296
2
Individuals
9.2%
32
3
Charitable
2.9%
10
4
Corporations
2.6%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$432Mas of March 27, 2026
Discretionary28.6%
$124M
29% of total RAUM28.6%
Non-discretionary71.4%
$308M
71% of total RAUM71.4%
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$432M
Total Accounts347
10Y AUM Change+$263M (+156.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee116:1
10Y Employee Change+2 (+200.0%)
* 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.