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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

AVONDALE WEALTH MANAGEMENT LLC

CRD 152590

WEST LAKE HILLS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0b13ebd1-5e17-2d83-4a38-34dc8258ad2d

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 3
On other graphs: 1
Observed: Jan 18, 2012 to Sep 17, 2026
43 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Avondale Wealth Management LLC

Intermediary · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=1.0
Regulatory AUM: $327MItem 5.F on the latest filing (2026-09-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $284M
Private client RAUM: $327MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $81.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 610
Individual clients: 127
High net worth clients: 73
Custody, client assets: $38.1M
SEC number: 801-101528
CIK: 1738720
CRD: 152590
Filings on the tape: 43
First filed: Jan 18, 2012
Latest filed: Sep 17, 2026
Organised: Limited Liability Company, TX
Website: avondalewealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JUSTIN COY JACOBS	n/a	WEST LAKE HILLS, TX	16	25	2	yes
STEVEN TANNER PRICE	n/a	WEST LAKE HILLS, TX	10	10	n/a	no
Trevin David Harris	n/a	WEST LAKE HILLS, TX	2	11	n/a	no
Aaron Richard Haase	n/a	WEST LAKE HILLS, TX	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BURKS, JOANNE, G	CHIEF COMPLIANCE OFFICER	Na	yes	10/2017	Nov 13, 2017	Oct 31, 2024
JACOBS, JUSTIN, COY	CEO AND FOUNDER	E	yes	03/2010	Jan 18, 2012	Oct 31, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
THE WOODLANDS	TX	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 11 of 12

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 1, 2026	$327M	$284M	7	3	1	n/a	n/a
2024	Mar 28, 2025	$286M	$245M	6	3	1	n/a	n/a
2023	Mar 27, 2024	$250M	$215M	5	2	1	n/a	n/a
2022	Mar 30, 2023	$217M	$182M	5	3	1	n/a	n/a
2021	Mar 30, 2022	$207M	$184M	5	3	1	n/a	n/a
2020	Mar 1, 2021	$198M	$170M	5	3	1	n/a	n/a
2019	Jan 31, 2020	$158M	$141M	4	2	1	n/a	n/a
2018	Mar 28, 2019	$245M	$227M	10	6	3	n/a	n/a
2017	Mar 28, 2018	$230M	$216M	8	6	3	n/a	n/a
2016	Jan 5, 2017	$165M	$158M	5	5	n/a	n/a	n/a
2015	Feb 18, 2016	$129M	$125M	5	5	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$327M	$286M	14.3%	$217M	14.6%	7	6	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CRESTMONT PRIVATE WEALTH LLC	4	Sep 30, 2019	May 31, 2019	HOUSTON, TX	Firm absorbed	RIA to RIA	66.7%

Relationships

Registered with (11)

← Aaron Richard HaaseAdvisorregistration: current employment
Jul 6, 2026 to presentfactForm ADV
← Trevin David HarrisAdvisorregistration: current employment
Sep 7, 2024 to presentfactForm ADV
← STEVEN TANNER PRICEAdvisorregistration: current employment
Nov 3, 2015 to presentfactForm ADV
← JUSTIN COY JACOBSAdvisorregistration: current employment
Mar 26, 2010 to presentfactForm ADV
← Robert Scott PolitzAdvisorregistration: previous registration
Oct 9, 2020 to Sep 15, 2023factForm ADV
← Christopher Lee PeregoAdvisorregistration: previous registration
Dec 7, 2017 to Sep 30, 2019factForm ADV
← SAMUEL SEAN MCGEEAdvisorregistration: previous registration
Mar 26, 2010 to Sep 30, 2019factForm ADV
← HANNAH VINYARD PERRYAdvisorregistration: previous registration
Oct 22, 2018 to Sep 30, 2019factForm ADV
← ALEC BLAINE WALKERAdvisorregistration: previous registration
Oct 9, 2014 to Sep 30, 2019factForm ADV
← Luis Cristobal LemusAdvisorregistration: previous registration
May 7, 2012 to Jan 5, 2013factForm ADV
← ANDREW PATRICK MUTSCHELLERAdvisorregistration: previous registration
Mar 27, 2010 to Apr 25, 2012factForm ADV

Controls (2)

← JACOBS, JUSTIN, COYOwnerCEO AND FOUNDER, ownership code E, individual
Jan 18, 2012 to Oct 31, 2024factForm ADV
← BURKS, JOANNE, GOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 13, 2017 to Oct 31, 2024factForm ADV

Moved with (1)

→ CRESTMONT PRIVATE WEALTH LLCRegistered adviser4 advisors, firm absorbed, same day
Sep 30, 2019 to May 31, 2019factForm ADV

Dated events

Occurred
Sep 15, 2023
Advisor changed firm
Robert Scott Politz left Avondale Wealth Management Llc for Cresset Asset Management, Llc (registered 2023-09-19)
Form ADVobserved 6 days ago
Occurred
Oct 16, 2019
Control person left
Sean Samuel Mcgee (Managing Member) no longer on Schedule A of Avondale Wealth Management Llc (listed 2019-07-09, absent 2019-10-16)
Form ADVobserved 6 days ago
Occurred
Jul 14, 2015
First Form ADV filing
Avondale Wealth Management Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0b13ebd1-5e17-2d83-4a38-34dc8258ad2d
First observed: Jan 18, 2012
Last observed: Sep 17, 2026 4 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AVONDALE WEALTH MANAGEMENT LLC

CRD 152590

WEST LAKE HILLS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0b13ebd1-5e17-2d83-4a38-34dc8258ad2d

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:17 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JUSTIN COY JACOBS

n/a

WEST LAKE HILLS, TX

yes

STEVEN TANNER PRICE

n/a

WEST LAKE HILLS, TX

n/a

Trevin David Harris

n/a

WEST LAKE HILLS, TX

n/a

Aaron Richard Haase

n/a

WEST LAKE HILLS, TX

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BURKS, JOANNE, G

CHIEF COMPLIANCE OFFICER

yes

10/2017

Nov 13, 2017

Oct 31, 2024

JACOBS, JUSTIN, COY

CEO AND FOUNDER

yes

03/2010

Jan 18, 2012

Oct 31, 2024

City

State

Country

Employees

Also broker-dealer

THE WOODLANDS

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 1, 2026

$327M

$284M

n/a

2024

Mar 28, 2025

$286M

$245M

n/a

2023

Mar 27, 2024

$250M

$215M

n/a

2022

Mar 30, 2023

$217M

$182M

n/a

2021

Mar 30, 2022

$207M

$184M

n/a

2020

Mar 1, 2021

$198M

$170M

n/a

2019

Jan 31, 2020

$158M

$141M

n/a

2018

Mar 28, 2019

$245M

$227M

n/a

2017

Mar 28, 2018

$230M

$216M

n/a

2016

Jan 5, 2017

$165M

$158M

n/a

2015

Feb 18, 2016

$129M

$125M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$327M

$286M

14.3%

$217M

14.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CRESTMONT PRIVATE WEALTH LLC

Sep 30, 2019

May 31, 2019

HOUSTON, TX

Firm absorbed

RIA to RIA

66.7%