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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 15, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| McIvor, SARAH, ELIZABETH | I | PARTNER | NA | |
| McIvor, SARAH, ELIZABETH | I | PARTNER | NA | |
| McIvor, SARAH, ELIZABETH | I | PARTNER | NA | |
| McIvor, SARAH, ELIZABETH | I | PARTNER & WEALTH MANAGER | NA | |
| McIvor, SARAH, ELIZABETH | I | PARTNER & WEALTH MANAGER | NA | |
| McIvor, SARAH, ELIZABETH | I | PARTNER & WEALTH MANAGER | NA | |
| McIvor, SARAH, ELIZABETH | I | PARTNER & WEALTH MANAGER | NA | |
| McIvor, SARAH, ELIZABETH | I | PARTNER & WEALTH MANAGER | NA | |
| McIvor, SARAH, ELIZABETH | I | PARTNER & WEALTH MANAGER | NA | |
| McIvor, SARAH, ELIZABETH | I | PARTNER & WEALTH MANAGER | NA | |
| McIvor, SARAH, ELIZABETH | I | PARTNER & WEALTH MANAGER | NA | |
| McIvor, SARAH, ELIZABETH | I | PARTNER & WEALTH MANAGER | NA | |
| McIvor, SARAH, ELIZABETH | I | PARTNER & WEALTH MANAGER | NA | |
| McIvor, SARAH, ELIZABETH | I | PARTNER & WEALTH MANAGER | NA | |
| McIvor, SARAH, ELIZABETH | I | PARTNER & WEALTH MANAGER | NA | |
| McIvor, SARAH, ELIZABETH | I | PARTNER & WEALTH MANAGER | NA | |
| McIvor, SARAH, ELIZABETH | I | PARTNER & WEALTH MANAGER | NA | |
| Stewart, ASHLEY, Dominey | I | PARTNER | NA | |
| Stewart, ASHLEY, Dominey | I | PARTNER | NA | |
| Stewart, ASHLEY, Dominey | I | PARTNER | NA | |
| Stewart, ASHLEY, Dominey | I | PARTNER & WEALTH MANAGER | NA | |
| Stewart, ASHLEY, Dominey | I | PARTNER & WEALTH MANAGER | NA | |
| Stewart, ASHLEY, Dominey | I | PARTNER | NA | |
| Stewart, ASHLEY, Dominey | I | PARTNER & WEALTH MANAGER | NA | |
| Stewart, ASHLEY, Dominey | I | PARTNER & WEALTH MANAGER | NA | |
| Stewart, ASHLEY, Dominey | I | PARTNER & WEALTH MANAGER | NA | |
| Stewart, ASHLEY, Dominey | I | PARTNER & WEALTH MANAGER | NA | |
| Stewart, ASHLEY, Dominey | I | PARTNER & WEALTH MANAGER | NA | |
| Stewart, ASHLEY, Dominey | I | PARTNER & WEALTH MANAGER | NA | |
| Stewart, ASHLEY, Dominey | I | PARTNER & WEALTH MANAGER | NA | |
| Stewart, ASHLEY, Dominey | I | PARTNER & WEALTH MANAGER | NA | |
| Stewart, ASHLEY, Dominey | I | PARTNER & WEALTH MANAGER | NA | |
| Stewart, ASHLEY, Dominey | I | PARTNER & WEALTH MANAGER | NA | |
| Stewart, ASHLEY, Dominey | I | PARTNER & WEALTH MANAGER | NA | |
| Stewart, ASHLEY, Dominey | I | PARTNER & WEALTH MANAGER | NA | |
| Stewart, ASHLEY, Dominey | I | PARTNER & WEALTH MANAGER | NA | |
| Stewart, ASHLEY, Dominey | I | PARTNER & WEALTH MANAGER | NA | |
| Stewart, ASHLEY, Dominey | I | PARTNER & WEALTH MANAGER | NA | |
| Stewart, ASHLEY, Dominey | I | PARTNER & WEALTH MANAGER | NA | |
| Stewart, ASHLEY, Dominey | I | PARTNER & WEALTH MANAGER | NA | |
| Stewart, ASHLEY, Dominey | I | PARTNER & WEALTH MANAGER | NA | |
| Stewart, ASHLEY, Dominey | I | PARTNER & WEALTH MANAGER | NA | |
| CARROLL, PAUL, JAMES | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CARROLL, PAUL, JAMES | I | CHIEF COMPLIANCE OFFICER | E | Control |
| Brady, ELIZABETH, ANN | I | WEALTH MANAGER | A | |
| Brady, ELIZABETH, ANN | I | WEALTH MANAGER | A | |
| Brady, ELIZABETH, ANN | I | WEALTH MANAGER | A | |
| Brady, ELIZABETH, ANN | I | WEALTH MANAGER | A | |
| Brady, ELIZABETH, ANN | I | WEALTH MANAGER | A | |
| Brady, ELIZABETH, ANN | I | WEALTH MANAGER | A | |
| Brady, ELIZABETH, ANN | I | WEALTH MANAGER | A | |
| Brady, ELIZABETH, ANN | I | WEALTH MANAGER | A | |
| Brady, ELIZABETH, ANN | I | WEALTH MANAGER | A | |
| Brady, ELIZABETH, ANN | I | PARTNER & WEALTH MANAGER | A | |
| Brady, ELIZABETH, ANN | I | PARTNER & WEALTH MANAGER | A | |
| Brady, ELIZABETH, ANN | I | PARTNER & WEALTH MANAGER | A | |
| Brady, ELIZABETH, ANN | I | PARTNER & WEALTH MANAGER | A | |
| Brady, ELIZABETH, ANN | I | PARTNER & WEALTH MANAGER | A | |
| Brady, ELIZABETH, ANN | I | PARTNER & WEALTH MANAGER | A | |
| Brady, ELIZABETH, ANN | I | PARTNER & WEALTH MANAGER | A | |
| Brady, ELIZABETH, ANN | I | PARTNER & WEALTH MANAGER | A | |
| Brady, ELIZABETH, ANN | I | PARTNER & WEALTH MANAGER | A | |
| Brady, ELIZABETH, ANN | I | PARTNER & WEALTH MANAGER | A | |
| Brady, ELIZABETH, ANN | I | PARTNER & WEALTH MANAGER | A | |
| Brady, ELIZABETH, ANN | I | PARTNER & WEALTH MANAGER | A | |
| Brady, ELIZABETH, ANN | I | PARTNER & WEALTH MANAGER | A | |
| Brady, ELIZABETH, ANN | I | PARTNER & WEALTH MANAGER | A | |
| Brady, ELIZABETH, ANN | I | PARTNER & WEALTH MANAGER | A | |
| Brady, ELIZABETH, ANN | I | PARTNER & WEALTH MANAGER | A | |
| Brady, ELIZABETH, ANN | I | PARTNER & WEALTH MANAGER | A | |
| Brady, ELIZABETH, ANN | I | PARTNER & WEALTH MANAGER | A | |
| Brady, ELIZABETH, ANN | I | PARTNER & WEALTH MANAGER | A | |
| Brady, ELIZABETH, ANN | I | PARTNER & WEALTH MANAGER | A | |
| Brady, ELIZABETH, ANN | I | PARTNER & WEALTH MANAGER | A | |
| Waltrip, Katie | I | BUSINESS OPERATIONS MANAGER | A |
Registrations
Federal
IA
Oct 15, 2025 REGISTERED
Notice Filings (6)
AZ CA CO FL LA TX
Address
2829 TECHNOLOGY FOREST BOULEVARDSUITE 300
THE WOODLANDS, TX 77381-3913
United States
Phone: 281-528-1200