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Avondale Wealth Management LLC

Legal Name: AVONDALE WEALTH MANAGEMENT LLC

Full Contact Details

Avondale Wealth Management LLC

4101 PARKSTONE HEIGHTS DRIVE, SUITE 250, AUSTIN, TX

512-505-8148

888-686-3430


Other Info

Avondale Wealth Management LLC is legally known as AVONDALE WEALTH MANAGEMENT LLC. It is a TX Limited Liability Company. This firm has 4 employees, of which 2 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jul 24, 2015.

Avondale Wealth Management
Avondale Wealth Management

Avondale Wealth Management is an independent wealth management firm, grounded in Christian principles and committed to providing comprehensive financial advice. Our values are centered upon integrity, conviction, and expertise. Our goal is to provide a high standard of service utilizing proactive ad…


Direct Owners

  • JOANNE G BURKS

    CHIEF COMPLIANCE OFFICER owns less than 5%

  • JUSTIN COY JACOBS

    MANAGING MEMBER, CO-CEO AND CHIEF FINANCIAL OFFICER owns more than 50% but less than 75%

  • SAMUEL SEAN MCGEE

    MANAGING MEMBER, CO-CEO AND CHIEF INVESTMENT OFFICER owns more than 50% but less than 75%

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