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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 05-31-2005
- Office Locations
- 3
Office Locations
About Avion Wealth
Avion Wealth is a Texas-based wealth management and financial planning firm focused on proactive communication and detail-driven advice for families, entrepreneurs, and business owners—especially around selling a business and post-liquidity planning. The team delivers integrated planning (tax, estate, retirement, insurance, charitable giving) and builds diversified portfolios emphasizing asset allocation and risk management, primarily using ETFs and mutual funds, with custody at firms such as Schwab.
Reported data analysis
What the numbers show
Between October 15, 2025 and August 27, 2026, reported AUM increased 16.0%, from $848.7M to $984.6M.
Across 5 reported observations, AUM increased 61.1% between July 6, 2022 and August 27, 2026, from $611.0M to $984.6M.
Of the latest reported AUM, 99.9% is discretionary and 0.1% is non-discretionary.
The firm reports 8 advisory representatives and 300 clients, or 37.5 clients per representative. That equates to $3.3M in reported AUM per client.
The profile lists 3 reported office locations and 21 years in operation. The source data was last updated on August 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
PAUL JAMES CARROLL
Chief Compliance Officer, Principal
- CRD
- #1896590
- Ownership
- 75% or more
ELIZABETH ANN Brady
PARTNER, Principal, WEALTH MANAGER
- CRD
- #6284248
- Ownership
- 5% but less than 10%
Showing 2 of 4 owners & executives
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ALEXANDER AMUNDSON
--
- CRD
- #6327059
MEGAN WRAY BEAUFAYS
Partner
- CRD
- #6082233
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $983,989,638 | $578,477 |
| Non-Discretionary | $561,310 | $561,310 |
| Total | $984,550,948 | $578,467 |
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Separately Managed Accounts
SMA allocation detail is available
Avion Wealth has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Avion Wealth's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.