AVONDALE WEALTH MANAGEMENT LLC
CRD #152590 SEC #801-101528 WEST LAKE HILLS, TX 512-505-8148
SEC Registered
Total AUM
$285.8M
Discretionary
$244.5M
Employees
6
Clients
0
Accounts
553
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $285.8M | $244.5M | $41.3M | 6 | 0 |
| Oct 2024 | $250.4M | $215.5M | $34.9M | 5 | 0 |
| Mar 2024 | $250.4M | $215.5M | $34.9M | 5 | 0 |
| Mar 2023 | $217M | $182.2M | $34.8M | 5 | 0 |
| Mar 2022 | $207.1M | $184.4M | $22.7M | 5 | 0 |
| Mar 2022 | $207.1M | $184.4M | $22.7M | 5 | 0 |
| Mar 2021 | $197.7M | $170.1M | $27.6M | 5 | 0 |
| Jun 2020 | $158.1M | $141.4M | $16.7M | 4 | 0 |
| Jun 2020 | $158.1M | $141.4M | $16.7M | 4 | 0 |
| Jan 2020 | $158.1M | $141.4M | $16.7M | 4 | 0 |
| Oct 2019 | $149.4M | $134.5M | $15M | 4 | 0 |
| Jul 2019 | $244.8M | $226.9M | $17.9M | 8 | 0 |
| May 2019 | $244.8M | $226.9M | $17.9M | 8 | 0 |
| Mar 2019 | $244.8M | $226.9M | $17.9M | 10 | 0 |
| Aug 2018 | $230.4M | $216.1M | $14.3M | 8 | 0 |
| May 2018 | $230.4M | $216.1M | $14.3M | 8 | 0 |
| Apr 2018 | $230.4M | $216.1M | $14.3M | 8 | 0 |
| Apr 2018 | $230.4M | $216.1M | $14.3M | 8 | 0 |
| Mar 2018 | $230.4M | $216.1M | $14.3M | 8 | 0 |
| Nov 2017 | $164.7M | $157.7M | $7M | 6 | 100 |
| Sep 2017 | $164.7M | $157.7M | $7M | 5 | 100 |
| Sep 2017 | $164.7M | $157.7M | $7M | 5 | 100 |
| Jul 2017 | $164.7M | $157.7M | $7M | 5 | 100 |
| May 2017 | $164.7M | $157.7M | $7M | 5 | 100 |
| Jan 2017 | $164.7M | $157.7M | $7M | 5 | 100 |
| Oct 2016 | $129M | $124.6M | $4.4M | 5 | 26 |
| Jun 2016 | $129M | $124.6M | $4.4M | 5 | 26 |
| Apr 2016 | $129M | $124.6M | $4.4M | 5 | 26 |
| Feb 2016 | $129M | $124.6M | $4.4M | 5 | 26 |
| Nov 2015 | $116M | $112.6M | $3.4M | 5 | 26 |
| Sep 2015 | $116M | $112.6M | $3.4M | 5 | 26 |
| Jul 2015 | $116M | $112.6M | $3.4M | 5 | 26 |
| Jul 2015 | $116M | $112.6M | $3.4M | 5 | 26 |
| Feb 2012 | $59M | $57M | $2M | 1 | 26 |
| Feb 2012 | $59M | $57M | $2M | 1 | 26 |
| Feb 2012 | $59M | $57M | $2M | 1 | 26 |
| Jan 2012 | $45M | $44M | $1M | 1 | 0 |
| Apr 2011 | $27.3M | $23.7M | $3.6M | 5 | -- |
| Jan 2011 | $27.3M | $23.7M | $3.6M | 5 | -- |
| Aug 2010 | $27.3M | $23.7M | $3.6M | 5 | -- |
| Mar 2010 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$285.8M
Discretionary$244.5M
Non-Disc.$41.3M
Employees6
Clients0
DateOct 2024
Total AUM$250.4M
Discretionary$215.5M
Non-Disc.$34.9M
Employees5
Clients0
DateMar 2024
Total AUM$250.4M
Discretionary$215.5M
Non-Disc.$34.9M
Employees5
Clients0
DateMar 2023
Total AUM$217M
Discretionary$182.2M
Non-Disc.$34.8M
Employees5
Clients0
DateMar 2022
Total AUM$207.1M
Discretionary$184.4M
Non-Disc.$22.7M
Employees5
Clients0
DateMar 2022
Total AUM$207.1M
Discretionary$184.4M
Non-Disc.$22.7M
Employees5
Clients0
DateMar 2021
Total AUM$197.7M
Discretionary$170.1M
Non-Disc.$27.6M
Employees5
Clients0
DateJun 2020
Total AUM$158.1M
Discretionary$141.4M
Non-Disc.$16.7M
Employees4
Clients0
DateJun 2020
Total AUM$158.1M
Discretionary$141.4M
Non-Disc.$16.7M
Employees4
Clients0
DateJan 2020
Total AUM$158.1M
Discretionary$141.4M
Non-Disc.$16.7M
Employees4
Clients0
DateOct 2019
Total AUM$149.4M
Discretionary$134.5M
Non-Disc.$15M
Employees4
Clients0
DateJul 2019
Total AUM$244.8M
Discretionary$226.9M
Non-Disc.$17.9M
Employees8
Clients0
DateMay 2019
Total AUM$244.8M
Discretionary$226.9M
Non-Disc.$17.9M
Employees8
Clients0
DateMar 2019
Total AUM$244.8M
Discretionary$226.9M
Non-Disc.$17.9M
Employees10
Clients0
DateAug 2018
Total AUM$230.4M
Discretionary$216.1M
Non-Disc.$14.3M
Employees8
Clients0
DateMay 2018
Total AUM$230.4M
Discretionary$216.1M
Non-Disc.$14.3M
Employees8
Clients0
DateApr 2018
Total AUM$230.4M
Discretionary$216.1M
Non-Disc.$14.3M
Employees8
Clients0
DateApr 2018
Total AUM$230.4M
Discretionary$216.1M
Non-Disc.$14.3M
Employees8
Clients0
DateMar 2018
Total AUM$230.4M
Discretionary$216.1M
Non-Disc.$14.3M
Employees8
Clients0
DateNov 2017
Total AUM$164.7M
Discretionary$157.7M
Non-Disc.$7M
Employees6
Clients100
DateSep 2017
Total AUM$164.7M
Discretionary$157.7M
Non-Disc.$7M
Employees5
Clients100
DateSep 2017
Total AUM$164.7M
Discretionary$157.7M
Non-Disc.$7M
Employees5
Clients100
DateJul 2017
Total AUM$164.7M
Discretionary$157.7M
Non-Disc.$7M
Employees5
Clients100
DateMay 2017
Total AUM$164.7M
Discretionary$157.7M
Non-Disc.$7M
Employees5
Clients100
DateJan 2017
Total AUM$164.7M
Discretionary$157.7M
Non-Disc.$7M
Employees5
Clients100
DateOct 2016
Total AUM$129M
Discretionary$124.6M
Non-Disc.$4.4M
Employees5
Clients26
DateJun 2016
Total AUM$129M
Discretionary$124.6M
Non-Disc.$4.4M
Employees5
Clients26
DateApr 2016
Total AUM$129M
Discretionary$124.6M
Non-Disc.$4.4M
Employees5
Clients26
DateFeb 2016
Total AUM$129M
Discretionary$124.6M
Non-Disc.$4.4M
Employees5
Clients26
DateNov 2015
Total AUM$116M
Discretionary$112.6M
Non-Disc.$3.4M
Employees5
Clients26
DateSep 2015
Total AUM$116M
Discretionary$112.6M
Non-Disc.$3.4M
Employees5
Clients26
DateJul 2015
Total AUM$116M
Discretionary$112.6M
Non-Disc.$3.4M
Employees5
Clients26
DateJul 2015
Total AUM$116M
Discretionary$112.6M
Non-Disc.$3.4M
Employees5
Clients26
DateFeb 2012
Total AUM$59M
Discretionary$57M
Non-Disc.$2M
Employees1
Clients26
DateFeb 2012
Total AUM$59M
Discretionary$57M
Non-Disc.$2M
Employees1
Clients26
DateFeb 2012
Total AUM$59M
Discretionary$57M
Non-Disc.$2M
Employees1
Clients26
DateJan 2012
Total AUM$45M
Discretionary$44M
Non-Disc.$1M
Employees1
Clients0
DateApr 2011
Total AUM$27.3M
Discretionary$23.7M
Non-Disc.$3.6M
Employees5
Clients--
DateJan 2011
Total AUM$27.3M
Discretionary$23.7M
Non-Disc.$3.6M
Employees5
Clients--
DateAug 2010
Total AUM$27.3M
Discretionary$23.7M
Non-Disc.$3.6M
Employees5
Clients--
DateMar 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--