Inactive

Karla Valeria Saez

The Woodlands, TX

CRD 8152817

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Employer firm

Avion Wealth CRD 134242

$985M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Avion Wealth

2829 Technology Forest Boulevard Suite 300, The Woodlands, TX 77381-3913 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-08-11

TX RA
APPROVED

Since 2026-08-11

Branch Locations

2829 Technology Forest Boulevard Suite 300, The Woodlands, TX 77381-3913 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Avion Wealth Llc	The Woodlands	TX	01/2025	Present
Assemblies Of God U.S. Missions	Silver City	NM	08/2020	12/2024
Assemblies Of God U.S. Missions	College Station	TX	08/2018	08/2020
Texas A&M University	College Station	TX	08/2015	05/2018
Texas A&M University-Launch Office	College Station	TX	01/2017	12/2017

01/2025 → Present

Avion Wealth Llc

The Woodlands, TX
08/2020 → 12/2024

Assemblies Of God U.S. Missions

Silver City, NM
08/2018 → 08/2020

Assemblies Of God U.S. Missions

College Station , TX
08/2015 → 05/2018

Texas A&M University

College Station, TX
01/2017 → 12/2017

Texas A&M University-Launch Office

College Station, TX

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-08-11

S65 Uniform Investment Adviser Law Examination

2026-08-11

Other Names

Karla Valeria Melendez Contreras
Valerie Saez

View on SEC IAPD

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