AVONDALE WEALTH MANAGEMENT LLC
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About the firm
Avondale Wealth Advisors is an independent wealth management firm, grounded in Christian principles and committed to providing comprehensive financial advice. Their values are centered upon integrity, conviction, and expertise, with a goal to provide a high standard of service utilizing proactive advice and innovative solutions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers financial planning, estate planning, investment management, and insurance solutions. Services include customized financial plans, estate strategy coordination with Board Certified Estate Planning Attorneys, multi-asset portfolio investment management with active discretionary management, and insurance coverage analysis across estate tax liability, income replacement, and long-term care.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 127 | $70M |
| High Net Worth Individuals | 73 | $257M |
| State/Municipal Entities | 1 | — |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.50% |
| Next $1,000,000 | 1.25% |
| Next $3,500,000 | 1.00% |
| Next $5,000,000 | 0.65% |
| Above $10,000,000 | 0.30% |
Data as of April 1, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. AVONDALE WEALTH MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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