SourcingSourcing

AVONDALE WEALTH MANAGEMENT LLC

C32
CRD 152590·SEC 801-101528·WEST LAKE HILLS, TX
AUM
$326.7M
$100M-$500M
Est. Revenue
$3.3M
@ 1% on AUM
Est. EBITDA
$980K
@ 30% margin
Est. Deal Value
$7.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AVONDALE WEALTH MANAGEMENT LLC
CRD
152590
SEC file #
801-101528
EIN
—
DBA names
—

Economics

AUM
$326.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$149.4M → $326.7M▲ +119%
Client mix
Individuals Other127
Individuals High Net Worth73
Charitable Organizations1

Operations

Employees (total)
7
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
2 advisors → 3 advisors▲ +50%
Primary office
WEST LAKE HILLS TX
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
04/01/2026
ADV-W filed at
—
Website
avondalewealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JACOBS, JUSTIN, COY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
JACOBS, JUSTIN, COY
BURKS, JOANNE, G
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
AVONDALEWEALTH.COM
Rdap Domain Creation Date
2010-02-02T17:22:58Z
Rdap Firm Age Years
16
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Fidelity4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-02T17:22:58Z
Rdap Domain Last Changed
2026-02-05T00:12:05Z
Rdap Nameservers
Ns57.domaincontrol.comNs58.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4268827
Trust Company Affiliate
No

People (4)

4
JACOBS, JUSTIN, COY
IAR · Direct Owner · 87.5%
4268827
JOANNE Gonzales BURKS
Executive Officer · 2.5%
6872116
Trevin David Harris
IAR
7973237
STEVEN TANNER PRICE
IAR
6548741