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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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