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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 30, 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 |
|---|---|---|---|---|
| CULLY, CAITLIN | I | PRINCIPAL, CCO | C | Control |
| CULLY, CAITLIN, NMN | I | PRINCIPAL, CCO | C | Control |
| CULLY, CAITLIN, NMN | I | PRINCIPAL, CCO | C | Control |
| CULLY, CAITLIN, NMN | I | PRINCIPAL, CCO | C | Control |
| CULLY, CAITLIN, NMN | I | PRINCIPAL, CCO | C | Control |
| CULLY, CAITLIN, NMN | I | PRINCIPAL, CCO | C | Control |
| CULLY, CAITLIN, NMN | I | PRINCIPAL, CCO | C | Control |
| CULLY, CAITLIN, NMN | I | PRINCIPAL, CCO | C | Control |
| CULLY, CAITLIN, NMN | I | PRINCIPAL, CCO | C | Control |
| CULLY, CAITLIN, NMN | I | PRINCIPAL, CCO | C | Control |
| CULLY, CAITLIN, NMN | I | PRINCIPAL, CCO | C | Control |
| CULLY, CAITLIN, NMN | I | PRINCIPAL, CCO | C | Control |
| CULLY, CAITLIN, NMN | I | PRINCIPAL, CCO | C | Control |
| CULLY, CAITLIN, NMN | I | PRINCIPAL, CCO | C | Control |
| CULLY, CAITLIN, NMN | I | PRINCIPAL | C | Control |
| CULLY, CAITLIN, NMN | I | PRINCIPAL | C | Control |
| CULLY, CAITLIN, NMN | I | PRINCIPAL | C | Control |
| CULLY, CAITLIN, NMN | I | PRINCIPAL, CCO | C | Control |
| CULLY, IAN | I | PRINCIPAL, CCO | C | Control |
| CULLY, IAN | I | PRINCIPAL, CCO | C | Control |
| CULLY, IAN | I | PRINCIPAL, CCO | C | Control |
| CULLY, IAN | I | MEMBER | C | Control |
| CULLY, IAN, NMN | I | PRINCIPAL | C | Control |
| CULLY, IAN, NMN | I | PRINCIPAL | C | Control |
| CULLY, IAN, NMN | I | PRINCIPAL | C | Control |
| CULLY, IAN, NMN | I | PRINCIPAL | C | Control |
| CULLY, IAN, NMN | I | PRINCIPAL | C | Control |
| CULLY, IAN, NMN | I | PRINCIPAL | C | Control |
| CULLY, IAN, NMN | I | PRINCIPAL | C | Control |
| CULLY, IAN, NMN | I | PRINCIPAL | C | Control |
| CULLY, IAN, NMN | I | PRINCIPAL | C | Control |
| CULLY, IAN, NMN | I | PRINCIPAL | C | Control |
| CULLY, IAN, NMN | I | PRINCIPAL | C | Control |
| CULLY, IAN, NMN | I | PRINCIPAL | C | Control |
| CULLY, IAN, NMN | I | PRINCIPAL | C | Control |
| CULLY, JOHN, JOSEPH | I | PRINCIPAL | C | Control |
| CULLY, JOHN, JOSEPH | I | PRINCIPAL | C | Control |
| CULLY, JOHN, JOSEPH | I | PRINCIPAL | C | Control |
| CULLY, JOHN, JOSEPH | I | PRINCIPAL | C | Control |
| CULLY, JOHN, JOSEPH | I | PRINCIPAL | C | Control |
| CULLY, JOHN, JOSEPH | I | PRINCIPAL | C | Control |
| CULLY, JOHN, JOSEPH | I | PRINCIPAL | C | Control |
| CULLY, JOHN, JOSEPH | I | PRINCIPAL | C | Control |
| CULLY, JOHN, JOSEPH | I | PRINCIPAL | C | Control |
| Cully, Ian | I | PRINCIPAL | C | Control |
| CULLY, JOHN, JOSEPH | I | PRINCIPAL | B | Control |
| CULLY, JOHN, JOSEPH | I | PRINCIPAL | B | Control |
| CULLY, JOHN, JOSEPH | I | PRINCIPAL | B | Control |
| CULLY, JOHN, JOSEPH | I | PRINCIPAL | B | Control |
| CULLY, JOHN, JOSEPH | I | PRINCIPAL | B | Control |
| CULLY, JOHN, JOSEPH | I | PRINCIPAL | B | Control |
| CULLY, JOHN, JOSEPH | I | PRINCIPAL | B | Control |
| CULLY, JOHN, JOSEPH | I | PRINCIPAL | B | Control |
| CULLY, JOHN, JOSEPH | I | PRINCIPAL | B | Control |
| LAUB, WALTER, ANDREW | I | PARTNER / DIRECTOR OF FINANCIAL PLANNING | B | |
| LAUB, WALTER, ANDREW | I | PARTNER / DIRECTOR OF FINANCIAL PLANNING | B | |
| LAUB, WALTER, ANDREW | I | PARTNER / DIRECTOR OF FINANCIAL PLANNING | B | |
| LAUB, WALTER, ANDREW | I | PRINCIPAL / DIRECTOR OF FINANCIAL PLANNING | B | Control |
| LAUB, WALTER, ANDREW | I | PARTNER / DIRECTOR OF FINANCIAL PLANNING | A | |
| LAUB, WALTER, ANDREW | I | PARTNER / DIRECTOR OF FINANCIAL PLANNING | A | |
| LAUB, WALTER, ANDREW | I | PARTNER / DIRECTOR OF FINANCIAL PLANNING | A | |
| LAUB, WALTER, ANDREW | I | PARTNER / DIRECTOR OF FINANCIAL PLANNING | A | |
| LAUB, WALTER, ANDREW | I | PARTNER / DIRECTOR OF FINANCIAL PLANNING | A |
Registrations
Federal
IA
Oct 30, 2025 REGISTERED
Notice Filings (8)
CO FL MD NE OH PA TX WV
Address
150 N MEADOWS DRIVESUITE 220
WEXFORD, PA 15090
United States
Phone: (412) 879-0584