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Avalan Wealth Management

Also known as Avalan Wealth, Avalan

Multi Family Office (MFO)Santa Barbara, United StatesFounded 2011
$405M
Assets Under Management
Santa Barbara
Headquarters
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About Avalan Wealth Management

Avalan Wealth Management is a wealth management firm based in Santa Barbara, California. Established in 2011, it offers a variety of services, including investment management, estate planning, and philanthropy. The assets of the firm are managed by the executive management team.

Preferred Investment Types

BuyoutPrivate EquityGrowth/ExpansionInfrastructure - GeneralReal Assets & Natural Resources - GeneralReal Estate - GeneralVenture CapitalVenture Capital - Early StageVenture Capital - Later Stage

Preferred Geographies

AfricaAmericasAsiaCanadaEuropeMiddle EastOceaniaUnited States

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Frequently asked questions

What type of investor is Avalan Wealth Management?

Avalan Wealth Management is a multi family office (mfo) based in Santa Barbara, United States, managing approximately $405M in assets.

Where is Avalan Wealth Management headquartered?

Avalan Wealth Management is headquartered in Santa Barbara, United States.

How much does Avalan Wealth Management manage?

Avalan Wealth Management manages approximately $405M in assets under management.

When was Avalan Wealth Management founded?

Avalan Wealth Management was founded in 2011.

What does Avalan Wealth Management invest in?

Avalan Wealth Management focuses on Buyout, Private Equity, Growth/Expansion, Infrastructure - General, Real Assets & Natural Resources - General, Real Estate - General, Venture Capital, Venture Capital - Early Stage.

How can I contact Avalan Wealth Management?

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