AVION WEALTH, LLC
Doing business as AVION WEALTH. SEC Form ADV profile.
Total regulatory AUM
$984,550,948
Discretionary
$983,989,638
Non-discretionary
$561,310
Firm details
- CRD number
- 134242
- SEC file number
- 801-99351
- Main office
- THE WOODLANDS, TX, United States
- Employees
- 15
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.