Avion Wealth

Firm record

As recorded in SEC IAPD

Firm CRD

134242

SEC number

801-99351

Firm type

RIA

Assets under management

$984.6M as of May 6, 2026

Website

www.facebook.com/avionwealth ↗

Phone

281-528-1200

Address

2829 Technology Forest Boulevard, The Woodlands, TX, 77381-3913

Advisors at this firm

12 in our index · page 1 of 1

• Alexander AmundsonCRD 6327059 · The Woodlands, TX
  IA RegisteredRegistration inactive
• Megan Wray BeaufaysCRD 6082233 · The Woodlands, TX
  IA RegisteredRegistration inactive
• Elizabeth Ann BradyCRD 6284248 · The Woodlands, TX
  IA Registered
• Paul James CarrollCRD 1896590 · The Woodlands, TX
  IA Registered
• Carl Hoppe ChristensenCRD 5306045 · Columbus, TX
  IA Registered
• Abigail Troutte DemirovicCRD 7798773 · The Woodlands, TX
  IA Registered
• Ryan Daniel HagueCRD 8074427 · The Woodlands, TX
  IA Registered
• John H HollieCRD 7923224 · Shenandoah, TX
  IA Registered
• Christopher James McbeeCRD 5651350 · The Woodlands, TX
  IA RegisteredRegistration inactive
• Sarah Elizabeth McivorCRD 6438824 · The Woodlands, TX
  IA Registered
• Ashley Leanne OwensCRD 7726721 · The Woodlands, TX
  IA RegisteredRegistration inactive
• Ashley Dominey StewartCRD 5538191 · The Woodlands, TX
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.