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TRED AVON FAMILY WEALTH, LLC
CRD 174115File 801-106937
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$431.9M
Below cohort median (national)
Discretionary AUM
$123.7M
Non-discretionary $308.2M
Clients
347
347 accounts
Employees
3
Below cohort median in MD
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Nov 19, 2015
- Principal office
- 8603 COMMERCE DRIVE, SUITE 7A, EASTON, MD, 21601
- Phone
- 410-310-2064
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $431.9M
- Discretionary AUM
- $123.7M
- Non-discretionary AUM
- $308.2M
- Discretionary accounts
- 26
- Non-discretionary accounts
- 321
- Total accounts
- 347
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $25.7M |
| Charitable organizations | 10 | $11.3M |
| High net worth individuals | 296 | $390.4M |
| Individuals (other than high net worth individuals) | 32 | $4.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- 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.