Avondale Wealth Management LLC

Avondale Wealth Management LLC (CRD# 152590) is a financial advisory firm headquartered in Houston, TX. They manage $128,950,104 in 324 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    129
    MILLION
  • Total Number of Accounts
    324
    ACCOUNTS
  • Average Account Value
    $397,994
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Avondale Wealth Management LLC
Showing 1 - 5 of 5 top financial advisors.
1
Justin C. Jacobs
CRD#: 4268827
14825 St. Mary's Lane, Suite 255, Houston, TX 77079
93
Wealthminder
score

Justin Jacobs (CRD# 4268827) is an Investment Advisor Representative working at Avondale Wealth Management LLC in Houston, TX and has over 15 years of experience in the finance industry.

2
Samuel S. McGee
CRD#: 4551147
14825 St. Mary's Lane, Suite 255, Houston, TX 77079
93
Wealthminder
score

Samuel McGee (CRD# 4551147) is an Investment Advisor Representative working at Avondale Wealth Management LLC in Houston, TX and has over 13 years of experience in the finance industry.

3
Luke M. Ocker
CRD#: 6092124
14825 St. Mary's Lane, Suite 255, Houston, TX 77079
88
Wealthminder
score

Luke Ocker (CRD# 6092124) is an Investment Advisor Representative working at Avondale Wealth Management LLC in Houston, TX and has over 2 years of experience in the finance industry.

4
Alec B. Walker
CRD#: 6387228
14825 St. Mary's Lane, Suite 255, Houston, TX 77079
88
Wealthminder
score

Alec Walker (CRD# 6387228) is an Investment Advisor Representative working at Avondale Wealth Management LLC in Houston, TX and has over 2 years of experience in the finance industry.

5
Steven T. Price
CRD#: 6548741
14825 St. Mary's Lane, Suite 255, Houston, TX 77079
87
Wealthminder
score

Steven Price (CRD# 6548741) is an Investment Advisor Representative working at Avondale Wealth Management LLC in Houston, TX and has 1 year of experience in the finance industry.

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