AVION WEALTH

2829 Technology Forest Boulevard
Suite 300
The Woodlands, Texas 77381-3913
Tel: 281-528-1200

About AVION WEALTH

AVION WEALTH, formally registered with the SEC as AVION WEALTH. The firm was established in 06/08/2015. They have over 1 offices throughout the country.

AVION WEALTH is a The Woodlands, Texas based Financial Planning firm with nearly $780,349,511 assets under management, offering retirement planning & investment advisory services to 2039 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	134242
SEC#	801-99351
Assets Managed by Firm	$780,349,511
No. of Clients	2039
No. of Advisors	16

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	2039	$780,349,511
Individuals (other than high net worth individuals)	28	$19,584,134
High net worth individuals	219	$760,765,377

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