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- Custodian
- Altruist · Charles Schwab & Company · Fidelity/NFS · TD Ameritrade · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-19-2023
- Office Locations
- 1
Office Locations
About Avalon Wealth Partners
Avalon Wealth Partners is an independent Nevada RIA serving retirees and pre-retirees in the Henderson/Las Vegas area. The firm provides retirement-focused financial planning and wealth management, including portfolio analysis, income planning, and estate and tax planning coordination. It supports accounts at custodians such as Altruist and Schwab, and offers WealthGuard, a portfolio monitoring system that triggers downside-risk alerts to the client, advisor, and money manager.
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Owner & Executives
NICHOLAS STROBELT
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #5708987
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,387,153 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,387,153 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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