LP Profile

Avion Wealth

Also known as avion wealth

Wealth ManagerThe Woodlands, United StatesFounded 2005
$611M
Assets Under Management
The Woodlands
Headquarters
Investment Focus

About Avion Wealth

Avion Wealth is a wealth manager based in The Woodlands, US. Founded in 2005. Reported AUM: 611 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Avion Wealth from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$984.6M
Total Clients
1,702
Filing Date
May 6, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Avion Wealth across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Avion Wealth?

Avion Wealth is a wealth manager based in The Woodlands, United States, managing approximately $611M in assets.

Where is Avion Wealth headquartered?

Avion Wealth is headquartered in The Woodlands, United States.

How much does Avion Wealth manage?

Avion Wealth manages approximately $611M in assets under management.

When was Avion Wealth founded?

Avion Wealth was founded in 2005.

How can I contact Avion Wealth?

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