AVALAN, LLC
SEC Form ADV profile.
Total regulatory AUM
$621,827,000
Discretionary
$544,374,000
Non-discretionary
$77,453,000
Firm details
- CRD number
- 156109
- SEC file number
- 801-107405
- Main office
- SANTA BARBARA, CA, United States
- Employees
- 11
- SEC status
- Approved
- Website
- Https://winewomenworth.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.