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AVION WEALTH
Legal name: AVION WEALTH, LLC
CRD 134242File 801-99351
APPROVED
Retail clients
Custody
Filing as of May 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$984.6M
Above cohort median (national)
Discretionary AUM
$984.0M
Non-discretionary $561K
Clients
300
1,702 accounts
Employees
15
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jun 8, 2015
- Principal office
- 2829 TECHNOLOGY FOREST BOULEVARD, SUITE 300, THE WOODLANDS, TX, 77381-3913
- Phone
- 281-528-1200
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $984.6M
- Discretionary AUM
- $984.0M
- Non-discretionary AUM
- $561K
- Discretionary accounts
- 1,701
- Non-discretionary accounts
- 1
- Total accounts
- 1,702
- AUM per client
- $3.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 269 | $953.0M |
| Individuals (other than high net worth individuals) | 31 | $31.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.