Avalan, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

156109

SEC number

801-107405

Firm type

RIA

Assets under management

$621.8M as of Mar 17, 2026

Website

winewomenworth.com ↗

Phone

805-962-7725

Address

233 E Carillo, Santa Barbara, CA, 93101

Advisors at this firm

11 in our index · page 1 of 1

• Kathryn E CourainCRD 4062768 · Santa Barbara, CA
  IA Registered
• Valeria ChepilevCRD 8200843 · Santa Barbara, CA
  IA Registered
• Jeffrey Charles HallCRD 6940918 · Santa Barbara, CA
  IA Registered
• Jeffrey Frank JagardCRD 4601379 · Santa Barbara, CA
  IA Registered
• Peter White MadlemCRD 1363143 · Santa Barbara, CA
  IA Registered
• Sean Peter MadlemCRD 7265071 · Santa Barbara, CA
  IA Registered
• Elizabeth Ann SaghiCRD 707605 · Santa Barbara, CA
  IA Registered
• Richard Allen SchuetteCRD 2907767 · Santa Barbara, CA
  IA Registered
• Casey William SlemmonsCRD 5613907 · Santa Barbara, CA
  IA RegisteredRegistration inactive
• Jeffery Dale ThompsonCRD 5866005 · Santa Barbara, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Rick Jay WeberCRD 1425738 · Santa Barbara, CA
  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.