AVALON ADVISORY GROUP LLC
Legal name: ASPIRE WEALTH ARCHITECTS
CRD #297090 SEC #801-113420 WEXFORD, PA (412) 879-0584
SEC Registered
Total AUM
$256.7M
Discretionary
$247.9M
Employees
4
Clients
101
Accounts
530
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $256.7M | $247.9M | $8.8M | 4 | 0 |
| Aug 2025 | $256.7M | $247.9M | $8.8M | 5 | 0 |
| Mar 2025 | $256.7M | $247.9M | $8.8M | 5 | 0 |
| Mar 2024 | $227.1M | $222.8M | $4.3M | 5 | 0 |
| Nov 2023 | $188.5M | $150.3M | $38.2M | 5 | 0 |
| Mar 2023 | $188.5M | $150.3M | $38.2M | 5 | 0 |
| Jan 2023 | $232.8M | $210.2M | $22.6M | 5 | 0 |
| Oct 2022 | $232.8M | $210.2M | $22.6M | 5 | 0 |
| Mar 2022 | $232.8M | $210.2M | $22.6M | 5 | 0 |
| Mar 2021 | $220.4M | $205.2M | $15.2M | 5 | 33 |
| Jun 2020 | $174.6M | $162.4M | $12.2M | 5 | 0 |
| Mar 2020 | $174.6M | $162.4M | $12.2M | 5 | 0 |
| May 2019 | $164.7M | $164.7M | $0 | 5 | 0 |
| Mar 2019 | $164.7M | $164.7M | $0 | 5 | 0 |
| Jan 2019 | $177.4M | $177.4M | $0 | 5 | 37 |
| Oct 2018 | $177.4M | $177.4M | $0 | 5 | 37 |
| Jun 2018 | $0 | $0 | $0 | 3 | 0 |
| May 2018 | $0 | $0 | $0 | 3 | 0 |
DateOct 2025
Total AUM$256.7M
Discretionary$247.9M
Non-Disc.$8.8M
Employees4
Clients0
DateAug 2025
Total AUM$256.7M
Discretionary$247.9M
Non-Disc.$8.8M
Employees5
Clients0
DateMar 2025
Total AUM$256.7M
Discretionary$247.9M
Non-Disc.$8.8M
Employees5
Clients0
DateMar 2024
Total AUM$227.1M
Discretionary$222.8M
Non-Disc.$4.3M
Employees5
Clients0
DateNov 2023
Total AUM$188.5M
Discretionary$150.3M
Non-Disc.$38.2M
Employees5
Clients0
DateMar 2023
Total AUM$188.5M
Discretionary$150.3M
Non-Disc.$38.2M
Employees5
Clients0
DateJan 2023
Total AUM$232.8M
Discretionary$210.2M
Non-Disc.$22.6M
Employees5
Clients0
DateOct 2022
Total AUM$232.8M
Discretionary$210.2M
Non-Disc.$22.6M
Employees5
Clients0
DateMar 2022
Total AUM$232.8M
Discretionary$210.2M
Non-Disc.$22.6M
Employees5
Clients0
DateMar 2021
Total AUM$220.4M
Discretionary$205.2M
Non-Disc.$15.2M
Employees5
Clients33
DateJun 2020
Total AUM$174.6M
Discretionary$162.4M
Non-Disc.$12.2M
Employees5
Clients0
DateMar 2020
Total AUM$174.6M
Discretionary$162.4M
Non-Disc.$12.2M
Employees5
Clients0
DateMay 2019
Total AUM$164.7M
Discretionary$164.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$164.7M
Discretionary$164.7M
Non-Disc.$0
Employees5
Clients0
DateJan 2019
Total AUM$177.4M
Discretionary$177.4M
Non-Disc.$0
Employees5
Clients37
DateOct 2018
Total AUM$177.4M
Discretionary$177.4M
Non-Disc.$0
Employees5
Clients37
DateJun 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0