AVION WEALTH, LLC
Legal name: AVION WEALTH
CRD #134242 SEC #801-99351 THE WOODLANDS, TX 281-528-1200
SEC Registered
Total AUM
$848.7M
Discretionary
$848.7M
Employees
15
Clients
251
Accounts
1,523
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $848.7M | $848.7M | $0 | 15 | 0 |
| May 2025 | $848.7M | $848.7M | $0 | 15 | 0 |
| Mar 2025 | $848.7M | $848.7M | $0 | 15 | 0 |
| Dec 2024 | $780.3M | $780.3M | $0 | 16 | 1 |
| Oct 2024 | $780.3M | $780.3M | $0 | 16 | 1 |
| Sep 2024 | $780.3M | $780.3M | $0 | 16 | 1 |
| Aug 2024 | $780.3M | $780.3M | $0 | 16 | 1 |
| Jun 2024 | $780.3M | $780.3M | $0 | 16 | 1 |
| Mar 2024 | $780.3M | $780.3M | $0 | 16 | 1 |
| Jan 2024 | $687.8M | $687.8M | $0 | 15 | 1 |
| Nov 2023 | $687.8M | $687.8M | $0 | 15 | 1 |
| Mar 2023 | $687.8M | $687.8M | $0 | 15 | 1 |
| Jul 2022 | $611M | $611M | $0 | 14 | 1 |
| Mar 2022 | $611M | $611M | $0 | 14 | 1 |
| Jul 2021 | $500.7M | $500.7M | $0 | 13 | 1 |
| Jul 2021 | $500.7M | $500.7M | $0 | 13 | 1 |
| Feb 2021 | $500.7M | $500.7M | $0 | 13 | 1 |
| Jul 2020 | $450.7M | $450.7M | $0 | 10 | 0 |
| May 2020 | $450.7M | $450.7M | $0 | 11 | 0 |
| Feb 2020 | $450.7M | $450.7M | $0 | 11 | 0 |
| Oct 2019 | $374.5M | $374.5M | $0 | 11 | 0 |
| Sep 2019 | $374.5M | $374.5M | $0 | 11 | 0 |
| May 2019 | $374.5M | $374.5M | $0 | 11 | 0 |
| May 2019 | $374.5M | $374.5M | $0 | 11 | 0 |
| Mar 2019 | $374.5M | $374.5M | $0 | 11 | 0 |
| Jan 2019 | $373.9M | $373.9M | $0 | 9 | 0 |
| Nov 2018 | $373.9M | $373.9M | $0 | 9 | 0 |
| Sep 2018 | $373.9M | $373.9M | $0 | 9 | 0 |
| Jun 2018 | $373.9M | $373.9M | $0 | 9 | 0 |
| Mar 2018 | $373.9M | $373.9M | $0 | 9 | 0 |
| Oct 2017 | $295.2M | $295.2M | $0 | 7 | 0 |
| Jun 2017 | $295.2M | $295.2M | $0 | 7 | 100 |
| May 2017 | $295.2M | $295.2M | $0 | 7 | 100 |
| Mar 2017 | $295.2M | $295.2M | $0 | 8 | 100 |
| Dec 2016 | $200.7M | $200.7M | $0 | 8 | 100 |
| Aug 2016 | $200.7M | $200.7M | $0 | 8 | 100 |
| May 2016 | $200.7M | $200.7M | $0 | 8 | 100 |
| May 2016 | $200.7M | $200.7M | $0 | 8 | 100 |
| Apr 2016 | $200.7M | $200.7M | $0 | 8 | 100 |
| Apr 2016 | $200.7M | $200.7M | $0 | 8 | 100 |
| Mar 2016 | $200.7M | $200.7M | $0 | 8 | 100 |
| Nov 2015 | $181.8M | $181.8M | $0 | 7 | 100 |
| Sep 2015 | $181.8M | $181.8M | $0 | 7 | 100 |
| Aug 2015 | $181.8M | $181.8M | $0 | 7 | 100 |
| Aug 2015 | $181.8M | $181.8M | $0 | 7 | 100 |
| May 2015 | $181.8M | $181.8M | $0 | 7 | 100 |
| Jun 2012 | $56.9M | $56.9M | $0 | 1 | 26 |
| May 2012 | $56.9M | $56.9M | $0 | 1 | 26 |
| May 2012 | $56.9M | $56.9M | $0 | 1 | 26 |
| Apr 2012 | $56.9M | $56.9M | $0 | 1 | 26 |
| Feb 2012 | $56.9M | $56.9M | $0 | 1 | 26 |
| Jul 2011 | $50.9M | $50.9M | $0 | 5 | -- |
| Jun 2011 | $50.9M | $50.9M | $0 | 5 | -- |
| May 2011 | $50.9M | $50.9M | $0 | 5 | -- |
| Jun 2010 | $35.2M | $35.2M | $0 | 5 | -- |
| May 2010 | $35.2M | $35.2M | $0 | 5 | -- |
DateOct 2025
Total AUM$848.7M
Discretionary$848.7M
Non-Disc.$0
Employees15
Clients0
DateMay 2025
Total AUM$848.7M
Discretionary$848.7M
Non-Disc.$0
Employees15
Clients0
DateMar 2025
Total AUM$848.7M
Discretionary$848.7M
Non-Disc.$0
Employees15
Clients0
DateDec 2024
Total AUM$780.3M
Discretionary$780.3M
Non-Disc.$0
Employees16
Clients1
DateOct 2024
Total AUM$780.3M
Discretionary$780.3M
Non-Disc.$0
Employees16
Clients1
DateSep 2024
Total AUM$780.3M
Discretionary$780.3M
Non-Disc.$0
Employees16
Clients1
DateAug 2024
Total AUM$780.3M
Discretionary$780.3M
Non-Disc.$0
Employees16
Clients1
DateJun 2024
Total AUM$780.3M
Discretionary$780.3M
Non-Disc.$0
Employees16
Clients1
DateMar 2024
Total AUM$780.3M
Discretionary$780.3M
Non-Disc.$0
Employees16
Clients1
DateJan 2024
Total AUM$687.8M
Discretionary$687.8M
Non-Disc.$0
Employees15
Clients1
DateNov 2023
Total AUM$687.8M
Discretionary$687.8M
Non-Disc.$0
Employees15
Clients1
DateMar 2023
Total AUM$687.8M
Discretionary$687.8M
Non-Disc.$0
Employees15
Clients1
DateJul 2022
Total AUM$611M
Discretionary$611M
Non-Disc.$0
Employees14
Clients1
DateMar 2022
Total AUM$611M
Discretionary$611M
Non-Disc.$0
Employees14
Clients1
DateJul 2021
Total AUM$500.7M
Discretionary$500.7M
Non-Disc.$0
Employees13
Clients1
DateJul 2021
Total AUM$500.7M
Discretionary$500.7M
Non-Disc.$0
Employees13
Clients1
DateFeb 2021
Total AUM$500.7M
Discretionary$500.7M
Non-Disc.$0
Employees13
Clients1
DateJul 2020
Total AUM$450.7M
Discretionary$450.7M
Non-Disc.$0
Employees10
Clients0
DateMay 2020
Total AUM$450.7M
Discretionary$450.7M
Non-Disc.$0
Employees11
Clients0
DateFeb 2020
Total AUM$450.7M
Discretionary$450.7M
Non-Disc.$0
Employees11
Clients0
DateOct 2019
Total AUM$374.5M
Discretionary$374.5M
Non-Disc.$0
Employees11
Clients0
DateSep 2019
Total AUM$374.5M
Discretionary$374.5M
Non-Disc.$0
Employees11
Clients0
DateMay 2019
Total AUM$374.5M
Discretionary$374.5M
Non-Disc.$0
Employees11
Clients0
DateMay 2019
Total AUM$374.5M
Discretionary$374.5M
Non-Disc.$0
Employees11
Clients0
DateMar 2019
Total AUM$374.5M
Discretionary$374.5M
Non-Disc.$0
Employees11
Clients0
DateJan 2019
Total AUM$373.9M
Discretionary$373.9M
Non-Disc.$0
Employees9
Clients0
DateNov 2018
Total AUM$373.9M
Discretionary$373.9M
Non-Disc.$0
Employees9
Clients0
DateSep 2018
Total AUM$373.9M
Discretionary$373.9M
Non-Disc.$0
Employees9
Clients0
DateJun 2018
Total AUM$373.9M
Discretionary$373.9M
Non-Disc.$0
Employees9
Clients0
DateMar 2018
Total AUM$373.9M
Discretionary$373.9M
Non-Disc.$0
Employees9
Clients0
DateOct 2017
Total AUM$295.2M
Discretionary$295.2M
Non-Disc.$0
Employees7
Clients0
DateJun 2017
Total AUM$295.2M
Discretionary$295.2M
Non-Disc.$0
Employees7
Clients100
DateMay 2017
Total AUM$295.2M
Discretionary$295.2M
Non-Disc.$0
Employees7
Clients100
DateMar 2017
Total AUM$295.2M
Discretionary$295.2M
Non-Disc.$0
Employees8
Clients100
DateDec 2016
Total AUM$200.7M
Discretionary$200.7M
Non-Disc.$0
Employees8
Clients100
DateAug 2016
Total AUM$200.7M
Discretionary$200.7M
Non-Disc.$0
Employees8
Clients100
DateMay 2016
Total AUM$200.7M
Discretionary$200.7M
Non-Disc.$0
Employees8
Clients100
DateMay 2016
Total AUM$200.7M
Discretionary$200.7M
Non-Disc.$0
Employees8
Clients100
DateApr 2016
Total AUM$200.7M
Discretionary$200.7M
Non-Disc.$0
Employees8
Clients100
DateApr 2016
Total AUM$200.7M
Discretionary$200.7M
Non-Disc.$0
Employees8
Clients100
DateMar 2016
Total AUM$200.7M
Discretionary$200.7M
Non-Disc.$0
Employees8
Clients100
DateNov 2015
Total AUM$181.8M
Discretionary$181.8M
Non-Disc.$0
Employees7
Clients100
DateSep 2015
Total AUM$181.8M
Discretionary$181.8M
Non-Disc.$0
Employees7
Clients100
DateAug 2015
Total AUM$181.8M
Discretionary$181.8M
Non-Disc.$0
Employees7
Clients100
DateAug 2015
Total AUM$181.8M
Discretionary$181.8M
Non-Disc.$0
Employees7
Clients100
DateMay 2015
Total AUM$181.8M
Discretionary$181.8M
Non-Disc.$0
Employees7
Clients100
DateJun 2012
Total AUM$56.9M
Discretionary$56.9M
Non-Disc.$0
Employees1
Clients26
DateMay 2012
Total AUM$56.9M
Discretionary$56.9M
Non-Disc.$0
Employees1
Clients26
DateMay 2012
Total AUM$56.9M
Discretionary$56.9M
Non-Disc.$0
Employees1
Clients26
DateApr 2012
Total AUM$56.9M
Discretionary$56.9M
Non-Disc.$0
Employees1
Clients26
DateFeb 2012
Total AUM$56.9M
Discretionary$56.9M
Non-Disc.$0
Employees1
Clients26
DateJul 2011
Total AUM$50.9M
Discretionary$50.9M
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$50.9M
Discretionary$50.9M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$50.9M
Discretionary$50.9M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$35.2M
Discretionary$35.2M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$35.2M
Discretionary$35.2M
Non-Disc.$0
Employees5
Clients--