Avondale Wealth Management LLC

Avondale Wealth Management LLC, a Texas-based Limited Liability Company, provides advisory services with a team of four employees, two of whom work in advisory roles. The number of clients remains undisclosed, but as of July 24, 2015, the firm's SEC status is approved.

• 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%

• Hoisington Investment Management Co
• Strattam Capital Management LLC
• YCG LLC
• Amherst Advisory & Management LLC
• Meridian Wealth Advisors LLC
• Legacy Star Capital Partners LLC
• Brainard Capital Management LLC
• Halbert Wealth Management Inc
• Owner Resource Group LLC
• Waterloo Capital LP

• Unveiling Avondale Wealth Management's Strategy Shift: A Deep Dive into Q4 2023 vs. Q1 2024 Holdings
• Avondale Wealth Management Q3 2023 vs. Q4 2023 13F Holdings Comparison
• Avondale Wealth Management: A Comparison of Q2 2023 and Q3 2023 13F Holdings
• Avondale Wealth Management Q1 2023 vs. Q2 2023 13F Holdings Comparison
• Investment Firm Avondale's Q4 2022 vs. Q1 2023 Fund Holdings: Winners and Losers

• ISHARES TR CORE S&P500 ETF $35,330k
• VANGUARD INDEX FDS S&P 500 ETF SHS $25,252k
• ISHARES TR $14,486k
• ISHARES TR CORE S&P MCP ETF $11,484k
• ISHARES $10,684k
• JP MORGAN EXCHANGE TRADED FD $8,535k
• ISHARES TR CORE MSCI EAFE $8,488k
• ISHARES TR CORE S&P SCP ETF $7,887k
• ISHARES INC CORE MSCI EMKT $3,304k
• BERKSHIRE HATHAWAY $1,273k