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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Maryland
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 24, 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 |
|---|---|---|---|---|
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SPURRY, FRANCES, ELIZABETH | I | MANAGING MEMBER/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SPURRY, FRANCES, ELIZABETH | I | MANAGING MEMBER/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SPURRY, FRANCES, ELIZABETH | I | MANAGING MEMBER/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SPURRY, FRANCES, ELIZABETH | I | MANAGING MEMBER/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SPURRY, FRANCES, ELIZABETH | I | MANAGING MEMBER/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SPURRY, FRANCES, ELIZABETH | I | MANAGING MEMBER/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SPURRY, FRANCES, ELIZABETH | I | MANAGING MEMBER/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SPURRY, FRANCES, ELIZABETH | I | MANAGING MEMBER/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SPURRY, FRANCES, ELIZABETH | I | MANAGING MEMBER/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SPURRY, FRANCES, ELIZABETH | I | MANAGING MEMBER/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SPURRY, FRANCES, ELIZABETH | I | MANAGING MEMBER/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SPURRY, FRANCES, ELIZABETH | I | MANAGING MEMBER/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SPURRY, FRANCES, ELIZABETH | I | MANAGING MEMBER/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SPURRY, FRANCES, ELIZABETH | I | MANAGING MEMBER/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SPURRY, FRANCES, ELIZABETH | I | MANAGING MEMBER/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SPURRY, FRANCES, ELIZABETH | I | MANAGING MEMBER/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SPURRY, FRANCES, ELIZABETH | I | MANAGING MEMBER/OWNER | E | Control |
Registrations
Federal
IA
Jun 24, 2025 REGISTERED
Notice Filings (1)
MD
Address
8603 COMMERCE DRIVESUITE 7A
EASTON, MD 21601
United States
Phone: 410-310-2064