TRED AVON FAMILY WEALTH, LLC
CRD #174115 SEC #801-106937 EASTON, MD 410-310-2064
SEC Registered
Total AUM
$473.8M
Discretionary
$44M
Employees
3
Clients
10
Accounts
297
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $473.8M | $44M | $429.8M | 3 | 89 |
| Apr 2025 | $473.8M | $44M | $429.8M | 4 | 89 |
| Mar 2024 | $292.8M | $9.5M | $283.3M | 6 | 88 |
| Aug 2023 | $288.3M | $8.2M | $280.1M | 4 | 87 |
| Mar 2023 | $288.3M | $8.2M | $280.1M | 2 | 87 |
| Sep 2022 | $299.4M | $9.5M | $289.9M | 3 | 84 |
| Mar 2022 | $299.4M | $9.5M | $289.9M | 3 | 84 |
| Mar 2021 | $274.4M | $72K | $274.3M | 2 | 49 |
| Jan 2021 | $335.2M | $1.5M | $333.7M | 1 | 49 |
| Apr 2020 | $335.2M | $1.5M | $333.7M | 1 | 49 |
| Mar 2019 | $225.4M | $2.7M | $222.8M | 1 | 46 |
| Mar 2018 | $201.1M | $4.1M | $197M | 1 | 34 |
| Aug 2017 | $168.6M | $5M | $163.6M | 1 | 11 |
| Jun 2017 | $168.6M | $5M | $163.6M | 1 | 11 |
| Mar 2017 | $168.6M | $5M | $163.6M | 1 | 11 |
| Mar 2016 | $118M | $0 | $118M | 1 | 11 |
| Nov 2015 | $128.3M | $0 | $128.3M | 1 | 11 |
DateJun 2025
Total AUM$473.8M
Discretionary$44M
Non-Disc.$429.8M
Employees3
Clients89
DateApr 2025
Total AUM$473.8M
Discretionary$44M
Non-Disc.$429.8M
Employees4
Clients89
DateMar 2024
Total AUM$292.8M
Discretionary$9.5M
Non-Disc.$283.3M
Employees6
Clients88
DateAug 2023
Total AUM$288.3M
Discretionary$8.2M
Non-Disc.$280.1M
Employees4
Clients87
DateMar 2023
Total AUM$288.3M
Discretionary$8.2M
Non-Disc.$280.1M
Employees2
Clients87
DateSep 2022
Total AUM$299.4M
Discretionary$9.5M
Non-Disc.$289.9M
Employees3
Clients84
DateMar 2022
Total AUM$299.4M
Discretionary$9.5M
Non-Disc.$289.9M
Employees3
Clients84
DateMar 2021
Total AUM$274.4M
Discretionary$72K
Non-Disc.$274.3M
Employees2
Clients49
DateJan 2021
Total AUM$335.2M
Discretionary$1.5M
Non-Disc.$333.7M
Employees1
Clients49
DateApr 2020
Total AUM$335.2M
Discretionary$1.5M
Non-Disc.$333.7M
Employees1
Clients49
DateMar 2019
Total AUM$225.4M
Discretionary$2.7M
Non-Disc.$222.8M
Employees1
Clients46
DateMar 2018
Total AUM$201.1M
Discretionary$4.1M
Non-Disc.$197M
Employees1
Clients34
DateAug 2017
Total AUM$168.6M
Discretionary$5M
Non-Disc.$163.6M
Employees1
Clients11
DateJun 2017
Total AUM$168.6M
Discretionary$5M
Non-Disc.$163.6M
Employees1
Clients11
DateMar 2017
Total AUM$168.6M
Discretionary$5M
Non-Disc.$163.6M
Employees1
Clients11
DateMar 2016
Total AUM$118M
Discretionary$0
Non-Disc.$118M
Employees1
Clients11
DateNov 2015
Total AUM$128.3M
Discretionary$0
Non-Disc.$128.3M
Employees1
Clients11