Avion Wealth

Avion Wealth (CRD# 134242) is a financial advisory firm headquartered in The Woodlands, TX. They manage $780,349,511 in 2,039 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    780
    MILLION
  • Total Number of Accounts
    2,039
    ACCOUNTS
  • Average Account Value
    $382,712
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
The map below shows states where this firm has explicit registration only.

CA, CO, FL, LA, TX

Financial Advisors at Avion Wealth
Showing 1 - 8 of 8 top financial advisors.
1
Elizabeth A. Brady
CRD#: 6284248
2829 Technology Forest Boulevard, Suite 300, The Woodlands, TX 77381

Elizabeth Brady (CRD# 6284248) is an Investment Advisor Representative working at Avion Wealth in The Woodlands, TX and has over 10 years of experience in the finance industry.

2
Paul J. Carroll
CRD#: 1896590
2829 Technology Forest Boulevard, Suite 300, The Woodlands, TX 77381

Paul Carroll (CRD# 1896590) is an Investment Advisor Representative working at Avion Wealth in The Woodlands, TX and has over 19 years of experience in the finance industry.

3
Carl H. Christensen
CRD#: 5306045
Columbus, TX

Carl Christensen (CRD# 5306045) is an Investment Advisor Representative working at Avion Wealth in Columbus, TX and has 1 year of experience in the finance industry.

4
Sarah E. McIvor
CRD#: 6438824
2829 Technology Forest Boulevard, Suite 300, The Woodlands, TX 77381

Sarah McIvor (CRD# 6438824) is an Investment Advisor Representative working at Avion Wealth in The Woodlands, TX and has over 9 years of experience in the finance industry.

5
Ashley D. Stewart
CRD#: 5538191
2829 Technology Forest Boulevard, Suite 300, The Woodlands, TX 77381

Ashley Stewart (CRD# 5538191) is an Investment Advisor Representative working at Avion Wealth in The Woodlands, TX and has over 13 years of experience in the finance industry.

6
Megan W. Beaufays
CRD#: 6082233
2829 Technology Forest Boulevard, Suite 300, The Woodlands, TX 77381

Megan Beaufays (CRD# 6082233) is an Investment Advisor Representative working at Avion Wealth in The Woodlands, TX and has over 8 years of experience in the finance industry.

7
Austin J. Hilscher
CRD#: 7125450
2829 Technology Forest Boulevard, Suite 300, The Woodlands, TX 77381

Austin Hilscher (CRD# 7125450) is an Investment Advisor Representative working at Avion Wealth in The Woodlands, TX and has 1 year of experience in the finance industry.

8
Makemma C. Wolff
CRD#: 7333258
2829 Technology Forest Boulevard, Suite 300, The Woodlands, TX 77381

Makemma Wolff (CRD# 7333258) is an Investment Advisor Representative working at Avion Wealth in The Woodlands, TX and has 1 year of experience in the finance industry.

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