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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BURKS, JOANNE, G | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURKS, JOANNE, G | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURKS, JOANNE, G | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURKS, JOANNE, G | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURKS, JOANNE, G | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURKS, JOANNE, G | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURKS, JOANNE, G | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURKS, JOANNE, G | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURKS, JOANNE, G | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURKS, JOANNE, G | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURKS, JOANNE, G | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURKS, JOANNE, G | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURKS, JOANNE, G | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURKS, JOANNE, G | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURKS, JOANNE, G | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURKS, JOANNE, G | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURKS, JOANNE, G | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURKS, JOANNE, G | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURKS, JOANNE, G | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURKS, JOANNE, G | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURKS, JOANNE, G | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OCKER, LUKE | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| OCKER, LUKE, MARTIN | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| OCKER, LUKE, MARTIN | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| OCKER, LUKE, MARTIN | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| OCKER, LUKE, MARTIN | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| OCKER, LUKE, MARTIN | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| OCKER, LUKE, MARTIN | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| OCKER, LUKE, MARTIN | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| OCKER, LUKE, MARTIN | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| OCKER, LUKE, MARTIN | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| OCKER, LUKE, MARTIN | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| OCKER, LUKE, MARTIN | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| OCKER, LUKE, MARTIN | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| OCKER, LUKE, MARTIN | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| JACOBS, JUSTIN, COY | I | CEO AND FOUNDER | E | Control |
| JACOBS, JUSTIN, COY | I | CEO AND FOUNDER | E | Control |
| JACOBS, JUSTIN, COY | I | CEO AND FOUNDER | E | Control |
| JACOBS, JUSTIN, COY | I | CEO AND FOUNDER | E | Control |
| JACOBS, JUSTIN, COY | I | CEO AND FOUNDER | E | Control |
| JACOBS, JUSTIN, COY | I | CEO AND FOUNDER | E | Control |
| JACOBS, JUSTIN, COY | I | CEO AND FOUNDER | E | Control |
| JACOBS, JUSTIN, COY | I | CEO AND FOUNDER | E | Control |
| JACOBS, JUSTIN, COY | I | CEO AND FOUNDER | E | Control |
| JACOBS, JUSTIN, COY | I | CEO AND FOUNDER | E | Control |
| JACOBS, JUSTIN, COY | I | CEO AND FOUNDER | E | Control |
| JACOBS, JUSTIN, COY | I | MANAGING MEMBER, CO-CEO AND CHIEF FINANCIAL OFFICER | D | Control |
| JACOBS, JUSTIN, COY | I | MANAGING MEMBER, CO-CEO AND CHIEF INVESTMENT OFFICER | D | Control |
| JACOBS, JUSTIN, COY | I | MANAGING MEMBER, CO-CEO AND CHIEF INVESTMENT OFFICER | D | Control |
| JACOBS, JUSTIN, COY | I | MANAGING MEMBER, CO-CEO AND CHIEF FINANCIAL OFFICER | D | Control |
| JACOBS, JUSTIN, COY | I | MANAGING MEMBER, CO-CEO AND CHIEF FINANCIAL OFFICER | D | Control |
| JACOBS, JUSTIN, COY | I | MANAGING MEMBER, CO-CEO AND CHIEF FINANCIAL OFFICER | D | Control |
| JACOBS, JUSTIN, COY | I | MANAGING MEMBER, CO-CEO AND CHIEF FINANCIAL OFFICER | D | Control |
| JACOBS, JUSTIN, COY | I | MANAGING MEMBER, CO-CEO AND CHIEF FINANCIAL OFFICER | D | Control |
| JACOBS, JUSTIN, COY | I | MANAGING MEMBER, CO-CEO AND CHIEF FINANCIAL OFFICER | D | Control |
| JACOBS, JUSTIN, COY | I | MANAGING MEMBER, CO-CEO AND CHIEF FINANCIAL OFFICER | D | Control |
| JACOBS, JUSTIN, COY | I | MANAGING MEMBER, CO-CEO AND CHIEF FINANCIAL OFFICER | D | Control |
| JACOBS, JUSTIN, COY | I | MANAGING MEMBER, CO-CEO AND CHIEF FINANCIAL OFFICER | D | Control |
| JACOBS, JUSTIN, COY | I | MANAGING MEMBER, CO-CEO AND CHIEF FINANCIAL OFFICER | D | Control |
| JACOBS, JUSTIN, COY | I | MANAGING MEMBER, CO-CEO AND CHIEF FINANCIAL OFFICER | D | Control |
| JACOBS, JUSTIN, COY | I | MANAGING MEMBER, CO-CEO AND CHIEF FINANCIAL OFFICER | D | Control |
| JACOBS, JUSTIN, COY | I | MANAGING MEMBER, CO-CEO AND CHIEF FINANCIAL OFFICER | D | Control |
| JACOBS, JUSTIN, COY | I | MANAGING MEMBER, CO-CEO AND CHIEF FINANCIAL OFFICER | D | Control |
| JACOBS, JUSTIN, COY | I | MANAGING MEMBER, CO-CEO AND CHIEF FINANCIAL OFFICER | D | Control |
| JACOBS, JUSTIN, COY | I | MANAGING MEMBER, CO-CEO AND CHIEF FINANCIAL OFFICER | D | Control |
| JACOBS, JUSTIN, COY | I | MANAGING MEMBER, CO-CEO AND CHIEF FINANCIAL OFFICER | D | Control |
| JACOBS, JUSTIN, COY | I | MANAGING MEMBER, CO-CEO AND CHIEF FINANCIAL OFFICER | D | Control |
| JACOBS, JUSTIN, COY | I | MANAGING MEMBER, CO-CEO AND CHIEF FINANCIAL OFFICER | D | Control |
| JACOBS, JUSTIN, COY | I | MANAGING MEMBER | D | Control |
| JACOBS, JUSTIN, COY | I | MANAGING MEMBER, CO-CEO AND CHIEF FINANCIAL OFFICER | D | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGING MEMBER, CO-CEO AND CHIEF INVESTMENT OFFICER | D | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGING MEMBER, CO-CEO AND CHIEF FINANCIAL OFFICER - DESIGNATED OFFICER | D | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGING MEMBER, CO-CEO AND CHIEF FINANCIAL OFFICER - DESIGNATED OFFICER | D | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGING MEMBER, CO-CEO AND CHIEF INVESTMENT OFFICER | D | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGING MEMBER, CO-CEO AND CHIEF INVESTMENT OFFICER | D | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGING MEMBER, CO-CEO AND CHIEF INVESTMENT OFFICER | D | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGING MEMBER, CO-CEO AND CHIEF INVESTMENT OFFICER | D | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGING MEMBER, CO-CEO AND CHIEF INVESTMENT OFFICER | D | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGING MEMBER, CO-CEO AND CHIEF INVESTMENT OFFICER | D | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGING MEMBER, CO-CEO AND CHIEF INVESTMENT OFFICER | D | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGING MEMBER, CO-CEO AND CHIEF INVESTMENT OFFICER | D | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGING MEMBER, CO-CEO AND CHIEF INVESTMENT OFFICER | D | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGING MEMBER, CO-CEO AND CHIEF INVESTMENT OFFICER | D | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGING MEMBER, CO-CEO AND CHIEF INVESTMENT OFFICER | D | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGING MEMBER, CO-CEO AND CHIEF INVESTMENT OFFICER | D | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGING MEMBER, CO-CEO AND CHIEF INVESTMENT OFFICER | D | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGING MEMBER, CO-CEO AND CHIEF INVESTMENT OFFICER | D | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGING MEMBER, CO-CEO AND CHIEF INVESTMENT OFFICER | D | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGING MEMBER, CO-CEO AND CHIEF INVESTMENT OFFICER | D | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGING MEMBER, CO-CEO AND CHIEF INVESTMENT OFFICER | D | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGING MEMBER, CO-CEO AND CHIEF INVESTMENT OFFICER | D | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGING MEMBER, CO-CEO AND CHIEF INVESTMENT OFFICER | D | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGING MEMBER | D | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGING MEMBER, CO-CEO AND CHIEF INVESTMENT OFFICER | D | Control |
| MUTSCHELLER, ANDREW, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| SPEARS, JOHN, WILSON | I | MANAGING MEMBER | D | Control |
| JACOBS, JUSTIN, COY | I | MANAGING MEMBER | C | Control |
| JACOBS, JUSTIN, COY | I | MANAGING MEMBER | C | Control |
| JACOBS, JUSTIN, COY | I | MANAGING MEMBER | C | Control |
| JACOBS, JUSTIN, COY | I | MANAGING MEMBER | C | Control |
| JACOBS, JUSTIN, COY | I | MANAGING MEMBER | C | Control |
| JACOBS, JUSTIN, COY | I | MANAGING MEMBER | C | Control |
| JACOBS, JUSTIN, COY | I | MANAGING MEMBER | C | Control |
| JACOBS, JUSTIN, COY | I | MANAGING MEMBER | C | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGING MEMBER | C | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGING MEMBER | C | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGING MEMBER | C | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGING MEMBER | C | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGING MEMBER | C | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGING MEMBER | C | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGING MEMBER | C | Control |
| MCGEE, SAMUEL, SEAN | I | MANAGING MEMBER | C | Control |
| MUTSCHELLER, ANDREW, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MUTSCHELLER, ANDREW, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MUTSCHELLER, ANDREW, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MUTSCHELLER, ANDREW, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MUTSCHELLER, ANDREW, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MUTSCHELLER, ANDREW, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MUTSCHELLER, ANDREW, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| MUTSCHELLER, ANDREW, PATRICK | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| SPEARS, JOHN, WILSON | I | MANAGING MEMBER | B | Control |
| SPEARS, JOHN, WILSON | I | MANAGING MEMBER | B | Control |
| SPEARS, JOHN, WILSON | I | MANAGING MEMBER | B | Control |
| SPEARS, JOHN, WILSON | I | MANAGING MEMBER | B | Control |
| SPEARS, JOHN, WILSON | I | MANAGING MEMBER | B | Control |
| SPEARS, JOHN, WILSON | I | MANAGING MEMBER | B | Control |
| SPEARS, JOHN, WILSON | I | MANAGING MEMBER | B | Control |
| SPEARS, JOHN, WILSON | I | MANAGING MEMBER | B | Control |
Registrations
Federal
IA
Mar 29, 2025 REGISTERED
Notice Filings (2)
LA TX
Address
4407 BEE CAVE RD.SUITE 421
WEST LAKE HILLS, TX 78746
United States
Phone: 512-505-8148